Ameritas Advisory Services’s Stanley Black & Decker SWK Stock Holding History

Ameritas Advisory Services’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 Q2	–	Sell	-1,436	Closed	-$102K	–	2106
2026 Q1	$102K	Buy	+1,436	New	+$115K	﹤0.01%	939
2025 Q3	–	Sell	-152	Closed	-$10.3K	–	2843
2025 Q2	$10.3K	Buy	+152	New	+$9.81K	﹤0.01%	2002
2024 Q4	–	Sell	-2,253	Closed	-$248K	–	924
2024 Q3	$248K	Sell	2,253 -905	-29%	-$86.9K	0.01%	739
2024 Q2	$252K	Sell	3,158 -9	-0.3%	-$792	0.01%	787
2024 Q1	$299K	Buy	3,167 +6	+0.2%	+$553	0.01%	710
2023 Q4	$304K	Buy	+3,161	New	+$278K	0.02%	550
2023 Q2	–	Sell	-3,196	Closed	-$256K	–	2297
2023 Q1	$256K	Sell	3,196 -939	-23%	-$79.1K	0.01%	685
2022 Q4	$311K	Buy	4,135 +931	+29%	+$72.7K	0.01%	707
2022 Q3	$241K	Sell	3,204 -94	-3%	-$9.04K	0.01%	654
2022 Q2	$346K	Sell	3,298 -12	-0.4%	-$1.48K	0.02%	563
2022 Q1	$463K	Sell	3,310 -129	-4%	-$21.3K	0.02%	520
2021 Q4	$649K	Buy	+3,439	New	+$635K	0.02%	435

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameritas Advisory Services's SWK Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 1,436 shares — an estimated $102K sold.

Ameritas Advisory Services first reported a position in SWK in Q4 2021 and held it in 12 quarters. The position peaked at $649K in Q4 2021. 775 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Ameritas Advisory Services reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 1,436 Stanley Black & Decker shares in Q2 2026, an estimated $102K.
Ameritas Advisory Services first reported a position in Stanley Black & Decker in Q4 2021 and held it in 12 quarters.
Ameritas Advisory Services's Stanley Black & Decker position peaked at $649K in Q4 2021.
775 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.