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GoalVest Advisory’s Stanley Black & Decker SWK Stock Holding History

GoalVest Advisory’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 		$48.5K Buy
547
+193
+55% +$18.1K 0.01% 228
2026
Q2 		$33.3K Hold
354
– – 0.01% 253
2026
Q1 		$25.2K Hold
354
– – ﹤0.01% 307
2025
Q4 		$26.3K Buy
+354
New +$24.9K 0.01% 309
2025
Q2 		– Sell
-3
Closed -$231 – 508
2025
Q1 		$231 Buy
+3
New +$253 ﹤0.01% 435
2022
Q2 		– Sell
-2
Closed – – 515
2022
Q1 		$0 Buy
+2
New +$330 ﹤0.01% 492

Other funds holding SWK

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

GoalVest Advisory's SWK Position: Q3 2026 in Review

GoalVest Advisory increased its Stanley Black & Decker (SWK) stake by 55% in Q3 2026, buying an estimated $18.1K and bringing the position to 547 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #228.

GoalVest Advisory first reported a position in SWK in Q1 2022 and has held it in 6 quarters since. 38 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • GoalVest Advisory held 547 shares of Stanley Black & Decker worth $48.5K as of Q3 2026.
  • GoalVest Advisory bought 193 Stanley Black & Decker shares in Q3 2026, an estimated $18.1K.
  • Stanley Black & Decker made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #228 holding.
  • GoalVest Advisory first reported a position in Stanley Black & Decker in Q1 2022 and has held it in 6 quarters since.
  • 38 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.