Cherry Tree Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Cherry Tree 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 Q3	$222	Hold	3	–	–	﹤0.01%	570
2026 Q2	$236	Hold	3	–	–	﹤0.01%	584
2026 Q1	$178	Hold	3	–	–	﹤0.01%	578
2025 Q4	$186	Hold	3	–	–	﹤0.01%	582
2025 Q3	$186	Hold	3	–	–	﹤0.01%	584
2025 Q2	$170	Hold	3	–	–	﹤0.01%	601
2025 Q1	$193	Hold	3	–	–	﹤0.01%	752
2024 Q4	$201	Hold	3	–	–	﹤0.01%	637
2024 Q3	$276	Hold	3	–	–	﹤0.01%	603
2024 Q2	$200	Hold	3	–	–	﹤0.01%	589
2024 Q1	$245	Hold	3	–	–	﹤0.01%	587
2023 Q4	$246	Hold	3	–	–	﹤0.01%	583
2023 Q3	$209	Hold	3	–	–	﹤0.01%	577
2023 Q2	$235	Buy	+3	New	+$248	﹤0.01%	589

Other funds holding SWK

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cherry Tree Wealth Management's SWK Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Stanley Black & Decker (SWK) position steady in Q3 2026 at 3 shares worth $222. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Cherry Tree Wealth Management first reported a position in SWK in Q2 2023 and has held it in 14 quarters since. The position peaked at $276 in Q3 2024. 238 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Cherry Tree Wealth Management held 3 shares of Stanley Black & Decker worth $222 as of Q3 2026.
Cherry Tree Wealth Management left its Stanley Black & Decker share count unchanged in Q3 2026.
Stanley Black & Decker made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #570 holding.
Cherry Tree Wealth Management first reported a position in Stanley Black & Decker in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Stanley Black & Decker position peaked at $276 in Q3 2024.
238 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.