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Avion Wealth’s Stanley Black & Decker SWK Stock Holding History

Avion Wealth’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 		$1K Hold
22
– – ﹤0.01% 1332
2026
Q2 		$2K Buy
22
+6
+38% +$470 ﹤0.01% 1132
2026
Q1 		$1K Hold
16
– – ﹤0.01% 1145
2025
Q4 		$1K Hold
16
– – ﹤0.01% 1133
2025
Q3 		$1K Hold
16
– – ﹤0.01% 1108
2025
Q2 		$1K Buy
+16
New +$1.03K ﹤0.01% 1073
2024
Q4 		– Sell
-10
Closed -$1K – 1267
2024
Q3 		$1K Buy
+10
New +$960 ﹤0.01% 910
2023
Q4 		– Sell
-6
Closed – – 1331
2023
Q3 		$0 Buy
+6
New +$556 ﹤0.01% 1180

Other funds holding SWK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Avion Wealth's SWK Position: Q3 2026 in Review

Avion Wealth held its Stanley Black & Decker (SWK) position steady in Q3 2026 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

Avion Wealth first reported a position in SWK in Q3 2023 and has held it in 8 quarters since. The position peaked at $2K in Q2 2026. 494 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Avion Wealth held 22 shares of Stanley Black & Decker worth $1K as of Q3 2026.
  • Avion Wealth left its Stanley Black & Decker share count unchanged in Q3 2026.
  • Stanley Black & Decker made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1332 holding.
  • Avion Wealth first reported a position in Stanley Black & Decker in Q3 2023 and has held it in 8 quarters since.
  • Avion Wealth's Stanley Black & Decker position peaked at $2K in Q2 2026.
  • 494 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.