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Allworth Financial’s Stanley Black & Decker SWK Stock Holding History

Allworth Financial’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
Q1 		$408K Buy
5,746
+1,916
+50% +$154K ﹤0.01% 1037
2025
Q4 		$284K Buy
3,830
+51
+1% +$3.59K ﹤0.01% 1170
2025
Q3 		$281K Buy
3,779
+434
+13% +$31.8K ﹤0.01% 1126
2025
Q2 		$227K Buy
3,345
+1,024
+44% +$66.1K ﹤0.01% 1126
2025
Q1 		$144K Buy
2,321
+195
+9% +$16.4K ﹤0.01% 1069
2024
Q4 		$184K Sell
2,126
-36
-2% -$3.34K ﹤0.01% 982
2024
Q3 		$238K Sell
2,162
-293
-12% -$28.1K ﹤0.01% 769
2024
Q2 		$213K Buy
2,455
+271
+12% +$23.9K ﹤0.01% 797
2024
Q1 		$214K Sell
2,184
-191
-8% -$17.6K ﹤0.01% 765
2023
Q4 		$233K Buy
2,375
+184
+8% +$16.2K ﹤0.01% 691
2023
Q3 		$183K Buy
2,191
+200
+10% +$18.5K ﹤0.01% 711
2023
Q2 		$187K Buy
1,991
+67
+3% +$5.55K ﹤0.01% 720
2023
Q1 		$155K Buy
1,924
+23
+1% +$1.94K ﹤0.01% 715
2022
Q4 		$143K Buy
1,901
+73
+4% +$5.7K ﹤0.01% 712
2022
Q3 		$138K Sell
1,828
-106
-5% -$10.2K ﹤0.01% 681
2022
Q2 		$203K Sell
1,934
-34
-2% -$4.18K ﹤0.01% 551
2022
Q1 		$275K Sell
1,968
-50
-2% -$8.26K ﹤0.01% 499
2021
Q4 		$381K Buy
2,018
+180
+10% +$33.2K 0.01% 417
2021
Q3 		$322K Buy
1,838
+376
+26% +$73.3K 0.01% 393
2021
Q2 		$300K Buy
1,462
+1
+0.1% +$207 0.01% 317
2021
Q1 		$292K Buy
1,461
+1
+0.1% +$181 0.01% 305
2020
Q4 		$261K Buy
1,460
+1
+0.1% +$177 0.01% 253
2020
Q3 		$237K Buy
1,459
+1
+0.1% +$156 0.01% 225
2020
Q2 		$203K Buy
1,458
+1
+0.1% +$121 0.01% 238
2020
Q1 		$146K Sell
1,457
-18
-1% -$2.57K ﹤0.01% 273
2019
Q4 		$244K Buy
1,475
+1
+0.1% +$155 0.01% 172
2019
Q3 		$213K Buy
1,474
+22
+2% +$3.11K 0.01% 163
2019
Q2 		$210K Buy
1,452
+1
+0.1% +$141 0.01% 164
2019
Q1 		$198K Sell
1,451
-154
-10% -$20.1K 0.01% 166
2018
Q4 		$192K Buy
1,605
+155
+11% +$19.3K 0.01% 155
2018
Q3 		$212K Sell
1,450
-8
-0.5% -$1.14K 0.01% 152
2018
Q2 		$194K Buy
1,458
+8
+0.6% +$1.15K 0.01% 150
2018
Q1 		$222K Hold
1,450
– – 0.02% 112
2017
Q4 		$246K Hold
1,450
– – 0.02% 103
2017
Q3 		$219K Hold
1,450
– – 0.02% 105
2017
Q2 		$204K Hold
1,450
– – 0.02% 108
2017
Q1 		$193K Hold
1,450
– – 0.02% 103
2016
Q4 		$166K Sell
1,450
-150
-9% -$17.9K 0.02% 110
2016
Q3 		$197K Buy
1,600
+150
+10% +$18.1K 0.02% 99
2016
Q2 		$161K Hold
1,450
– – 0.02% 109
2016
Q1 		$153K Buy
1,450
+250
+21% +$24.3K 0.02% 115
2015
Q4 		$128K Hold
1,200
– – 0.02% 122
2015
Q3 		$116K Hold
1,200
– – 0.04% 122
2015
Q2 		$126K Hold
1,200
– – 0.05% 121
2015
Q1 		$114K Buy
+1,200
New +$115K 0.04% 130

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allworth Financial's SWK Position: Q1 2026 in Review

Allworth Financial increased its Stanley Black & Decker (SWK) stake by 50% in Q1 2026, buying an estimated $154K and bringing the position to 5,746 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

Allworth Financial first reported a position in SWK in Q1 2015 and has held it in 45 quarters since. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Allworth Financial held 5,746 shares of Stanley Black & Decker worth $408K as of Q1 2026.
  • Allworth Financial bought 1,916 Stanley Black & Decker shares in Q1 2026, an estimated $154K.
  • Stanley Black & Decker made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1037 holding.
  • Allworth Financial first reported a position in Stanley Black & Decker in Q1 2015 and has held it in 45 quarters since.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.