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Beacon Pointe Advisors’s Stanley Black & Decker SWK Stock Holding History

Beacon Pointe 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 		$1.06M Buy
14,896
+1,193
+9% +$95.8K 0.01% 973
2025
Q4 		$1.02M Sell
13,703
-384
-3% -$27K 0.01% 828
2025
Q3 		$1.05M Sell
14,087
-1,600
-10% -$117K 0.01% 745
2025
Q2 		$1.06M Sell
15,687
-5,847
-27% -$377K 0.01% 656
2025
Q1 		$1.66M Sell
21,534
-3,917
-15% -$330K 0.02% 508
2024
Q4 		$2.04M Sell
25,451
-6,723
-21% -$623K 0.02% 456
2024
Q3 		$3.54M Sell
32,174
-15,859
-33% -$1.52M 0.04% 357
2024
Q2 		$3.84M Buy
48,033
+978
+2% +$86.1K 0.05% 338
2024
Q1 		$4.61M Buy
47,055
+94
+0.2% +$8.66K 0.05% 304
2023
Q4 		$4.61M Sell
46,961
-398
-0.8% -$35K 0.06% 298
2023
Q3 		$3.96M Buy
47,359
+5,254
+12% +$487K 0.05% 324
2023
Q2 		$3.95M Sell
42,105
-559
-1% -$46.3K 0.06% 252
2023
Q1 		$3.44M Buy
42,664
+5,629
+15% +$474K 0.06% 281
2022
Q4 		$2.78M Buy
37,035
+219
+0.6% +$17.1K 0.05% 295
2022
Q3 		$2.79M Buy
36,816
+3,144
+9% +$302K 0.06% 252
2022
Q2 		$3.52M Sell
33,672
-6,131
-15% -$754K 0.07% 232
2022
Q1 		$5.56M Buy
39,803
+27,235
+217% +$4.5M 0.08% 234
2021
Q4 		$2.37M Sell
12,568
-1,383
-10% -$255K 0.06% 235
2021
Q3 		$2.45M Buy
13,951
+9,776
+234% +$1.91M 0.06% 257
2021
Q2 		$856K Buy
+4,175
New +$866K 0.03% 367

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

Beacon Pointe Advisors's SWK Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Stanley Black & Decker (SWK) stake by 8.7% in Q1 2026, buying an estimated $95.8K and bringing the position to 14,896 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #973.

Beacon Pointe Advisors first reported a position in SWK in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.56M in Q1 2022. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Beacon Pointe Advisors held 14,896 shares of Stanley Black & Decker worth $1.06M as of Q1 2026.
  • Beacon Pointe Advisors bought 1,193 Stanley Black & Decker shares in Q1 2026, an estimated $95.8K.
  • Stanley Black & Decker made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #973 holding.
  • Beacon Pointe Advisors first reported a position in Stanley Black & Decker in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Stanley Black & Decker position peaked at $5.56M in Q1 2022.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.