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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

GoalVest Advisory's SWK Position: Q2 2026 in Review

GoalVest Advisory held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 354 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #253.

GoalVest Advisory first reported a position in SWK in Q1 2022 and has held it in 5 quarters since. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • GoalVest Advisory held 354 shares of Stanley Black & Decker worth $33.3K as of Q2 2026.
  • GoalVest Advisory left its Stanley Black & Decker share count unchanged in Q2 2026.
  • Stanley Black & Decker made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #253 holding.
  • GoalVest Advisory first reported a position in Stanley Black & Decker in Q1 2022 and has held it in 5 quarters since.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.