AWM
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Avior Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Avior Wealth Management’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
-5,469
Closed -$389K – 880
2026
Q1 		$389K Sell
5,469
-510
-9% -$41K 0.01% 603
2025
Q4 		$444K Sell
5,979
-461
-7% -$32.5K 0.01% 495
2025
Q3 		$479K Buy
6,440
+14
+0.2% +$1.03K 0.02% 453
2025
Q2 		$435K Buy
6,426
+6,151
+2,237% +$397K 0.02% 467
2025
Q1 		$21.2K Sell
275
-6,394
-96% -$539K ﹤0.01% 721
2024
Q4 		$535K Sell
6,669
-1,002
-13% -$92.9K 0.02% 426
2024
Q3 		$845K Buy
7,671
+7
+0.1% +$672 0.03% 324
2024
Q2 		$612K Sell
7,664
-332
-4% -$29.2K 0.03% 383
2024
Q1 		$783K Buy
7,996
+16
+0.2% +$1.48K 0.04% 341
2023
Q4 		$783K Sell
7,980
-177
-2% -$15.6K 0.05% 248
2023
Q3 		$682K Buy
8,157
+60
+0.7% +$5.56K 0.05% 258
2023
Q2 		$759K Sell
8,097
-983
-11% -$81.4K 0.05% 247
2023
Q1 		$732K Buy
9,080
+3,217
+55% +$271K 0.05% 251
2022
Q4 		$440K Sell
5,863
-2,500
-30% -$195K 0.03% 331
2022
Q3 		$628K Hold
8,363
– – 0.05% 229
2022
Q2 		$876K Buy
8,363
+2,300
+38% +$283K 0.09% 163
2022
Q1 		$846K Buy
6,063
+2,000
+49% +$330K 0.07% 192
2021
Q4 		$765K Buy
4,063
+700
+21% +$129K 0.06% 242
2021
Q3 		$589K Buy
3,363
+1,210
+56% +$236K 0.05% 278
2021
Q2 		$440K Buy
2,153
+200
+10% +$41.5K 0.04% 320
2021
Q1 		$389K Buy
1,953
+1,613
+474% +$292K 0.04% 328
2020
Q4 		$60K Sell
340
-3
-0.9% -$532 0.01% 477
2020
Q3 		$55K Buy
343
+3
+0.9% +$467 0.01% 493
2020
Q2 		$47K Hold
340
– – 0.01% 490
2020
Q1 		$34K Buy
340
+140
+70% +$20K 0.01% 478
2019
Q4 		$33K Hold
200
– – 0.01% 491
2019
Q3 		$28K Hold
200
– – ﹤0.01% 502
2019
Q2 		$29K Hold
200
– – 0.01% 493
2019
Q1 		$27K Hold
200
– – 0.01% 466
2018
Q4 		$23K Sell
200
-1,919
-91% -$240K 0.01% 513
2018
Q3 		$310K Hold
2,119
– – 0.07% 255
2018
Q2 		$281K Buy
2,119
+325
+18% +$46.8K 0.06% 257
2018
Q1 		$275K Sell
1,794
-140
-7% -$22.7K 0.06% 242
2017
Q4 		$328K Buy
1,934
+1,734
+867% +$284K 0.07% 228
2017
Q3 		$30K Hold
200
– – 0.01% 251
2017
Q2 		$28K Hold
200
– – 0.01% 232
2017
Q1 		$27K Hold
200
– – 0.01% 276
2016
Q4 		$23K Hold
200
– – 0.01% 278
2016
Q3 		$25K Hold
200
– – 0.01% 277
2016
Q2 		$22K Hold
200
– – 0.01% 277
2016
Q1 		$21K Buy
200
+100
+100% +$9.7K 0.01% 277
2015
Q4 		$11K Hold
100
– – 0.01% 312
2015
Q3 		$10K Hold
100
– – 0.01% 284
2015
Q2 		$11K Hold
100
– – 0.01% 261
2015
Q1 		$10K Buy
100
+17
+20% +$1.63K 0.01% 253
2014
Q4 		$8K Hold
83
– – 0.01% 242
2014
Q3 		$7K Buy
83
+1
+1% +$89 0.01% 247
2014
Q2 		$7K Sell
82
-318
-80% -$27.1K 0.01% 255
2014
Q1 		$32K Buy
+400
New +$32.1K 0.03% 157

Other funds holding SWK

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Avior Wealth Management's SWK Position: Q2 2026 in Review

Avior Wealth Management sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 5,469 shares — an estimated $389K sold.

Avior Wealth Management first reported a position in SWK in Q1 2014 and held it in 49 quarters. The position peaked at $876K in Q2 2022. 112 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Avior Wealth Management reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
  • Avior Wealth Management sold 5,469 Stanley Black & Decker shares in Q2 2026, an estimated $389K.
  • Avior Wealth Management first reported a position in Stanley Black & Decker in Q1 2014 and held it in 49 quarters.
  • Avior Wealth Management's Stanley Black & Decker position peaked at $876K in Q2 2022.
  • 112 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.