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 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 $645B AUM 30.41% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Advisory Services's SWK Position: Q1 2026 in Review

Ameritas Advisory Services opened a new position in Stanley Black & Decker (SWK) in Q1 2026: 1,436 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #939 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SWK as recently as Q2 2025.

Ameritas Advisory Services first reported a position in SWK in Q4 2021 and has held it in 12 quarters since. The position peaked at $649K in Q4 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Ameritas Advisory Services held 1,436 shares of Stanley Black & Decker worth $102K as of Q1 2026.
Stanley Black & Decker was a new Ameritas Advisory Services position in Q1 2026.
Stanley Black & Decker made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #939 holding.
Ameritas Advisory Services first reported a position in Stanley Black & Decker in Q4 2021 and has held it in 12 quarters since.
Ameritas Advisory Services's Stanley Black & Decker position peaked at $649K in Q4 2021.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.