AssetMark Inc
SWK icon

AssetMark Inc’s Stanley Black & Decker SWK Stock Holding History

AssetMark Inc’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 		$62.5K Buy
880
+146
+20% +$11.7K ﹤0.01% 1679
2025
Q4 		$54.5K Sell
734
-311
-30% -$21.9K ﹤0.01% 1689
2025
Q3 		$77.6K Buy
1,045
+143
+16% +$10.5K ﹤0.01% 1501
2025
Q2 		$61.1K Buy
902
+705
+358% +$45.5K ﹤0.01% 1498
2025
Q1 		$15.1K Buy
197
+40
+25% +$3.37K ﹤0.01% 1761
2024
Q4 		$12.6K Sell
157
-9,281
-98% -$861K ﹤0.01% 1750
2024
Q3 		$1.04M Buy
9,438
+130
+1% +$12.5K ﹤0.01% 774
2024
Q2 		$744K Buy
9,308
+9,266
+22,062% +$816K ﹤0.01% 816
2024
Q1 		$4.11K Sell
42
-377
-90% -$34.7K ﹤0.01% 1488
2023
Q4 		$41.1K Buy
419
+7
+2% +$616 ﹤0.01% 1195
2023
Q3 		$34.4K Hold
412
– – ﹤0.01% 1167
2023
Q2 		$38.6K Sell
412
-77
-16% -$6.37K ﹤0.01% 1133
2023
Q1 		$39.4K Buy
489
+77
+19% +$6.48K ﹤0.01% 1086
2022
Q4 		$30.9K Sell
412
-9,248
-96% -$722K ﹤0.01% 1134
2022
Q3 		$727K Buy
9,660
+3,437
+55% +$331K ﹤0.01% 591
2022
Q2 		$653K Buy
6,223
+5,180
+497% +$637K ﹤0.01% 590
2022
Q1 		$146K Buy
1,043
+512
+96% +$84.6K ﹤0.01% 755
2021
Q4 		$100K Buy
531
+415
+358% +$76.6K ﹤0.01% 789
2021
Q3 		$20K Buy
116
+30
+35% +$5.85K ﹤0.01% 941
2021
Q2 		$18K Buy
86
+7
+9% +$1.45K ﹤0.01% 918
2021
Q1 		$16K Sell
79
-367
-82% -$66.5K ﹤0.01% 891
2020
Q4 		$80K Buy
446
+367
+465% +$65.1K ﹤0.01% 640
2020
Q3 		$13K Sell
79
-16
-17% -$2.49K ﹤0.01% 889
2020
Q2 		$13K Sell
95
-106
-53% -$12.8K ﹤0.01% 840
2020
Q1 		$20K Sell
201
-147
-42% -$21K ﹤0.01% 877
2019
Q4 		$58K Sell
348
-16
-4% -$2.48K ﹤0.01% 715
2019
Q3 		$53K Sell
364
-44
-11% -$6.22K ﹤0.01% 702
2019
Q2 		$59K Sell
408
-293
-42% -$41.3K ﹤0.01% 677
2019
Q1 		$95K Buy
701
+2
+0.3% +$261 ﹤0.01% 589
2018
Q4 		$84K Sell
699
-35
-5% -$4.37K ﹤0.01% 595
2018
Q3 		$107K Sell
734
-90
-11% -$12.8K ﹤0.01% 569
2018
Q2 		$109K Hold
824
– – ﹤0.01% 562
2018
Q1 		$126K Sell
824
-110
-12% -$17.9K ﹤0.01% 529
2017
Q4 		$158K Sell
934
-429
-31% -$70.2K ﹤0.01% 499
2017
Q3 		$206K Sell
1,363
-10
-0.7% -$1.44K ﹤0.01% 466
2017
Q2 		$193K Sell
1,373
-1
-0.1% -$137 ﹤0.01% 450
2017
Q1 		$183K Buy
1,374
+70
+5% +$8.78K ﹤0.01% 431
2016
Q4 		$150K Sell
1,304
-195
-13% -$23.2K ﹤0.01% 442
2016
Q3 		$184K Sell
1,499
-90
-6% -$10.9K ﹤0.01% 405
2016
Q2 		$177K Sell
1,589
-5,946
-79% -$661K ﹤0.01% 412
2016
Q1 		$793K Sell
7,535
-19
-0.3% -$1.84K 0.01% 287
2015
Q4 		$806K Buy
7,554
+6,961
+1,174% +$734K 0.01% 309
2015
Q3 		$58K Buy
593
+464
+360% +$47.8K ﹤0.01% 388
2015
Q2 		$14K Buy
+129
New +$13.1K ﹤0.01% 493

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

AssetMark Inc's SWK Position: Q1 2026 in Review

AssetMark Inc increased its Stanley Black & Decker (SWK) stake by 20% in Q1 2026, buying an estimated $11.7K and bringing the position to 880 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

AssetMark Inc first reported a position in SWK in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.04M in Q3 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • AssetMark Inc held 880 shares of Stanley Black & Decker worth $62.5K as of Q1 2026.
  • AssetMark Inc bought 146 Stanley Black & Decker shares in Q1 2026, an estimated $11.7K.
  • Stanley Black & Decker made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1679 holding.
  • AssetMark Inc first reported a position in Stanley Black & Decker in Q2 2015 and has held it in 44 quarters since.
  • AssetMark Inc's Stanley Black & Decker position peaked at $1.04M in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.