Allen Wealth Management
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Allen Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Allen Wealth Management’s Portfolio SWK Stock Details SWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.74M Sell
19,662
-1,629
-8% -$153K 0.85% 22
2026
Q2 		$2M Sell
21,291
-656
-3% -$51.4K 0.98% 20
2026
Q1 		$1.56M Buy
21,947
+2,388
+12% +$192K 0.78% 29
2025
Q4 		$1.45M Sell
19,559
-1,973
-9% -$139K 0.87% 26
2025
Q3 		$1.6M Buy
21,532
+2,873
+15% +$211K 1.09% 20
2025
Q2 		$1.26M Buy
18,659
+160
+0.9% +$10.3K 0.88% 25
2025
Q1 		$1.42M Buy
18,499
+719
+4% +$60.6K 0.98% 22
2024
Q4 		$1.43M Buy
17,780
+601
+3% +$55.7K 1.02% 22
2024
Q3 		$1.89M Buy
17,179
+846
+5% +$81.2K 1.31% 16
2024
Q2 		$1.3M Buy
16,333
+1,266
+8% +$111K 1.16% 22
2024
Q1 		$1.48M Buy
15,067
+529
+4% +$48.8K 1.3% 19
2023
Q4 		$1.43M Buy
+14,538
New +$1.28M 1.4% 20

Other funds holding SWK

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Allen Wealth Management's SWK Position: Q3 2026 in Review

Allen Wealth Management reduced its Stanley Black & Decker (SWK) stake by 7.7% in Q3 2026, selling an estimated $153K and leaving 19,662 shares worth $1.74M. The position accounts for 0.85% of the portfolio, ranked #22.

Allen Wealth Management first reported a position in SWK in Q4 2023 and has held it in 12 quarters since. The position peaked at $2M in Q2 2026. 271 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Allen Wealth Management held 19,662 shares of Stanley Black & Decker worth $1.74M as of Q3 2026.
  • Allen Wealth Management sold 1,629 Stanley Black & Decker shares in Q3 2026, an estimated $153K.
  • Stanley Black & Decker made up 0.85% of Allen Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Allen Wealth Management first reported a position in Stanley Black & Decker in Q4 2023 and has held it in 12 quarters since.
  • Allen Wealth Management's Stanley Black & Decker position peaked at $2M in Q2 2026.
  • 271 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.