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Fiduciary Alliance’s Stanley Black & Decker SWK Stock Holding History

Fiduciary Alliance’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 		$4.06M Buy
43,130
+4,980
+13% +$390K 0.27% 93
2026
Q1 		$2.56M Buy
38,150
+31,402
+465% +$2.52M 0.15% 155
2025
Q4 		$501K Buy
6,748
+949
+16% +$66.8K 0.03% 344
2025
Q3 		$431K Buy
5,799
+1,697
+41% +$124K 0.03% 366
2025
Q2 		$278K Buy
+4,102
New +$265K 0.02% 401
2025
Q1 		– Sell
-4,111
Closed -$330K – 400
2024
Q4 		$330K Buy
+4,111
New +$381K 0.03% 279

Other funds holding SWK

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Fiduciary Alliance's SWK Position: Q2 2026 in Review

Fiduciary Alliance increased its Stanley Black & Decker (SWK) stake by 13% in Q2 2026, buying an estimated $390K and bringing the position to 43,130 shares worth $4.06M. The position accounts for 0.27% of the portfolio, ranked #93.

Fiduciary Alliance first reported a position in SWK in Q4 2024 and has held it in 6 quarters since. 128 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Fiduciary Alliance held 43,130 shares of Stanley Black & Decker worth $4.06M as of Q2 2026.
  • Fiduciary Alliance bought 4,980 Stanley Black & Decker shares in Q2 2026, an estimated $390K.
  • Stanley Black & Decker made up 0.27% of Fiduciary Alliance's portfolio in Q2 2026, its #93 holding.
  • Fiduciary Alliance first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 6 quarters since.
  • 128 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.