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Clearstead Advisors’s Stanley Black & Decker SWK Stock Holding History

Clearstead 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
Q2 		$1.34M Sell
14,185
-1,457
-9% -$114K 0.01% 479
2026
Q1 		$1.11M Buy
15,642
+3,031
+24% +$243K 0.01% 491
2025
Q4 		$937K Sell
12,611
-521
-4% -$36.7K 0.01% 495
2025
Q3 		$976K Buy
13,132
+361
+3% +$26.5K 0.01% 474
2025
Q2 		$865K Sell
12,771
-1,052
-8% -$67.9K 0.01% 483
2025
Q1 		$1.06M Buy
13,823
+262
+2% +$22.1K 0.02% 396
2024
Q4 		$1.09M Buy
13,561
+1,169
+9% +$108K 0.02% 397
2024
Q3 		$1.36M Buy
12,392
+908
+8% +$87.2K 0.02% 360
2024
Q2 		$917K Buy
11,484
+11,408
+15,011% +$1M 0.02% 410
2024
Q1 		$6.86K Buy
76
+59
+347% +$5.44K ﹤0.01% 1128
2023
Q4 		$1.67K Buy
+17
New +$1.5K ﹤0.01% 1312
2022
Q4 		– Sell
-124
Closed -$9K – 1373
2022
Q3 		$9K Sell
124
-225
-64% -$21.6K ﹤0.01% 908
2022
Q2 		$37K Buy
349
+218
+166% +$26.8K ﹤0.01% 684
2022
Q1 		$18K Sell
131
-258
-66% -$42.6K ﹤0.01% 891
2021
Q4 		$73K Buy
389
+243
+166% +$44.9K 0.01% 593
2021
Q3 		$26K Buy
146
+133
+1,023% +$25.9K ﹤0.01% 736
2021
Q2 		$3K Buy
+13
New +$2.7K ﹤0.01% 986

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

Clearstead Advisors's SWK Position: Q2 2026 in Review

Clearstead Advisors reduced its Stanley Black & Decker (SWK) stake by 9.3% in Q2 2026, selling an estimated $114K and leaving 14,185 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #479.

Clearstead Advisors first reported a position in SWK in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.36M in Q3 2024. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Clearstead Advisors held 14,185 shares of Stanley Black & Decker worth $1.34M as of Q2 2026.
  • Clearstead Advisors sold 1,457 Stanley Black & Decker shares in Q2 2026, an estimated $114K.
  • Stanley Black & Decker made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #479 holding.
  • Clearstead Advisors first reported a position in Stanley Black & Decker in Q2 2021 and has held it in 17 quarters since.
  • Clearstead Advisors's Stanley Black & Decker position peaked at $1.36M in Q3 2024.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.