Beacon Financial Advisory’s Stanley Black & Decker SWK Stock Holding History

Beacon Financial Advisory’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	$1.35M	Buy	+14,365	New	+$1.13M	0.27%	92

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Financial Advisory's SWK Position: Q2 2026 in Review

Beacon Financial Advisory opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 14,365 shares worth $1.35M. The stake represents 0.27% of the portfolio and ranks #92 among its holdings.

769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Beacon Financial Advisory held 14,365 shares of Stanley Black & Decker worth $1.35M as of Q2 2026.
Stanley Black & Decker was a new Beacon Financial Advisory position in Q2 2026.
Stanley Black & Decker made up 0.27% of Beacon Financial Advisory's portfolio in Q2 2026, its #92 holding.
769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.