Arkadios Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Arkadios Wealth Advisors’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	$2.21M	Buy	31,056 +6,660	+27%	+$535K	0.04%	474
2025 Q4	$1.81M	Sell	24,396 -1,882	-7%	-$133K	0.04%	477
2025 Q3	$1.95M	Buy	26,278 +5,930	+29%	+$435K	0.05%	405
2025 Q2	$1.38M	Buy	20,348 +12,601	+163%	+$813K	0.04%	448
2025 Q1	$596K	Buy	7,747 +2,432	+46%	+$205K	0.02%	642
2024 Q4	$427K	Buy	5,315 +1,107	+26%	+$103K	0.02%	607
2024 Q3	$463K	Sell	4,208 -271	-6%	-$26K	0.03%	566
2024 Q2	$358K	Buy	4,479 +1,907	+74%	+$168K	0.02%	578
2024 Q1	$252K	Buy	+2,572	New	+$237K	0.02%	588
2021 Q4	–	Sell	-163	Closed	-$28K	–	1641
2021 Q3	$28K	Hold	163	–	–	﹤0.01%	1096
2021 Q2	$33K	Buy	163 +9	+6%	+$1.87K	﹤0.01%	1089
2021 Q1	$30K	Buy	154 +5	+3%	+$907	﹤0.01%	848
2020 Q4	$26K	Sell	149 -54	-27%	-$9.58K	0.01%	690
2020 Q3	$36K	Buy	203 +101	+99%	+$15.7K	0.02%	474
2020 Q2	$15K	Hold	102	–	–	0.01%	603
2020 Q1	$10.2K	Buy	102 +1	+1%	+$143	0.01%	632
2019 Q4	$17K	Buy	+101	New	+$15.6K	0.01%	489

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

Arkadios Wealth Advisors's SWK Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Stanley Black & Decker (SWK) stake by 27% in Q1 2026, buying an estimated $535K and bringing the position to 31,056 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #474.

Arkadios Wealth Advisors first reported a position in SWK in Q4 2019 and has held it in 17 quarters since. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Arkadios Wealth Advisors held 31,056 shares of Stanley Black & Decker worth $2.21M as of Q1 2026.
Arkadios Wealth Advisors bought 6,660 Stanley Black & Decker shares in Q1 2026, an estimated $535K.
Stanley Black & Decker made up 0.04% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #474 holding.
Arkadios Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2019 and has held it in 17 quarters since.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.