EWA
SWK icon

EverSource Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

EverSource Wealth 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 		$198K Buy
2,103
+426
+25% +$33.4K 0.01% 1008
2026
Q1 		$119K Buy
1,677
+720
+75% +$57.8K ﹤0.01% 1333
2025
Q4 		$71.1K Sell
957
-220
-19% -$15.5K ﹤0.01% 1504
2025
Q3 		$87.5K Buy
1,177
+188
+19% +$13.8K ﹤0.01% 1360
2025
Q2 		$67K Buy
989
+345
+54% +$22.3K ﹤0.01% 1433
2025
Q1 		$49.5K Buy
644
+274
+74% +$23.1K ﹤0.01% 1249
2024
Q4 		$29.7K Sell
370
-171
-32% -$15.9K ﹤0.01% 1425
2024
Q3 		$59.5K Buy
541
+13
+2% +$1.25K ﹤0.01% 994
2024
Q2 		$55.7K Buy
528
+237
+81% +$20.9K ﹤0.01% 1038
2024
Q1 		$26.6K Sell
291
-49
-14% -$4.52K ﹤0.01% 1233
2023
Q4 		$33.3K Sell
340
-178
-34% -$15.7K ﹤0.01% 1054
2023
Q3 		$43.3K Buy
518
+231
+80% +$21.4K ﹤0.01% 867
2023
Q2 		$26.9K Sell
287
-60
-17% -$4.97K ﹤0.01% 1039
2023
Q1 		$28K Sell
347
-8
-2% -$674 ﹤0.01% 969
2022
Q4 		$26.7K Sell
355
-97
-21% -$7.57K ﹤0.01% 978
2022
Q3 		$34K Buy
452
+21
+5% +$2.02K 0.01% 739
2022
Q2 		$46K Buy
431
+308
+250% +$37.9K 0.01% 648
2022
Q1 		$18K Sell
123
-58
-32% -$9.58K ﹤0.01% 749
2021
Q4 		$34K Buy
+181
New +$33.4K 0.01% 501

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

EverSource Wealth Advisors's SWK Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Stanley Black & Decker (SWK) stake by 25% in Q2 2026, buying an estimated $33.4K and bringing the position to 2,103 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #1008.

EverSource Wealth Advisors first reported a position in SWK in Q4 2021 and has held it in 19 quarters since. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • EverSource Wealth Advisors held 2,103 shares of Stanley Black & Decker worth $198K as of Q2 2026.
  • EverSource Wealth Advisors bought 426 Stanley Black & Decker shares in Q2 2026, an estimated $33.4K.
  • Stanley Black & Decker made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1008 holding.
  • EverSource Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2021 and has held it in 19 quarters since.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.