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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
Q2 		$26.5K Sell
282
-2
-0.7% -$157 ﹤0.01% 728
2026
Q1 		$20.2K Buy
+284
New +$22.8K ﹤0.01% 783

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cassaday & Co Wealth Management's SWK Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Stanley Black & Decker (SWK) stake by 0.7% in Q2 2026, selling an estimated $157 and leaving 282 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Cassaday & Co Wealth Management first reported a position in SWK in Q1 2026 and has held it in 2 quarters since. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Cassaday & Co Wealth Management held 282 shares of Stanley Black & Decker worth $26.5K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 2 Stanley Black & Decker shares in Q2 2026, an estimated $157.
  • Stanley Black & Decker made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #728 holding.
  • Cassaday & Co Wealth Management first reported a position in Stanley Black & Decker in Q1 2026 and has held it in 2 quarters since.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.