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 Q3	–	Sell	-43,130	Closed	-$4.06M	–	554
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

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

Fiduciary Alliance's SWK Position: Q3 2026 in Review

Fiduciary Alliance sold out of Stanley Black & Decker (SWK) in Q3 2026, closing a stake of 43,130 shares — an estimated $4.06M sold.

Fiduciary Alliance first reported a position in SWK in Q4 2024 and held it in 6 quarters. The position peaked at $4.06M in Q2 2026. 168 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Fiduciary Alliance reported no remaining Stanley Black & Decker position as of Q3 2026 after selling out during the quarter.
Fiduciary Alliance sold 43,130 Stanley Black & Decker shares in Q3 2026, an estimated $4.06M.
Fiduciary Alliance first reported a position in Stanley Black & Decker in Q4 2024 and held it in 6 quarters.
Fiduciary Alliance's Stanley Black & Decker position peaked at $4.06M in Q2 2026.
168 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.