Cassaday & Co Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Cassaday & Co 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 Q1	$20.2K	Buy	+284	New	+$22.8K	﹤0.01%	783

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cassaday & Co Wealth Management's SWK Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Stanley Black & Decker (SWK) in Q1 2026: 284 shares worth $20.2K. The stake represents ﹤0.01% of the portfolio and ranks #783 among its holdings.

717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Cassaday & Co Wealth Management held 284 shares of Stanley Black & Decker worth $20.2K as of Q1 2026.
Stanley Black & Decker was a new Cassaday & Co Wealth Management position in Q1 2026.
Stanley Black & Decker made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #783 holding.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.