American Capital Advisory’s Stanley Black & Decker SWK Stock Holding History

American Capital Advisory’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	$22.4K	Buy	253 +1	+0.4%	+$94	0.01%	298
2026 Q2	$23.7K	Sell	252 -71	-22%	-$5.56K	0.01%	290
2026 Q1	$23K	Hold	323	–	–	0.01%	276
2025 Q4	$24K	Buy	323 +1	+0.3%	+$70	0.01%	267
2025 Q3	$23.9K	Sell	322 -101	-24%	-$7.41K	0.01%	256
2025 Q2	$28.7K	Sell	423 -1,021	-71%	-$65.9K	0.01%	230
2025 Q1	$111K	Buy	1,444 +2	+0.1%	+$169	0.06%	118
2024 Q4	$116K	Hold	1,442	–	–	0.06%	119
2024 Q3	$159K	Sell	1,442 -281	-16%	-$27K	0.09%	103
2024 Q2	$169K	Hold	1,723	–	–	0.12%	88
2024 Q1	$139K	Hold	1,723	–	–	0.12%	101
2023 Q4	$169K	Buy	+1,723	New	+$152K	0.12%	88

Other funds holding SWK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

American Capital Advisory's SWK Position: Q3 2026 in Review

American Capital Advisory increased its Stanley Black & Decker (SWK) stake by 0.4% in Q3 2026, buying an estimated $94 and bringing the position to 253 shares worth $22.4K. The position accounts for 0.01% of the portfolio, ranked #298.

American Capital Advisory first reported a position in SWK in Q4 2023 and has held it in 12 quarters since. The position peaked at $169K in Q2 2024. 344 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

American Capital Advisory held 253 shares of Stanley Black & Decker worth $22.4K as of Q3 2026.
American Capital Advisory bought 1 Stanley Black & Decker share in Q3 2026, an estimated $94.
Stanley Black & Decker made up 0.01% of American Capital Advisory's portfolio in Q3 2026, its #298 holding.
American Capital Advisory first reported a position in Stanley Black & Decker in Q4 2023 and has held it in 12 quarters since.
American Capital Advisory's Stanley Black & Decker position peaked at $169K in Q2 2024.
344 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on American Capital Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.