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Great Valley Advisor Group’s Stanley Black & Decker SWK Stock Holding History

Great Valley Advisor Group’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
Q1 		$427K Buy
6,003
+1
+0% +$80 0.01% 723
2025
Q4 		$446K Hold
6,002
– – 0.01% 658
2025
Q3 		$446K Buy
6,002
+1
+0% +$73 0.01% 653
2025
Q2 		$406K Sell
6,001
-85
-1% -$5.49K 0.01% 663
2025
Q1 		$468K Buy
6,086
+60
+1% +$5.06K 0.01% 603
2024
Q4 		$484K Sell
6,026
-2,100
-26% -$195K 0.01% 583
2024
Q3 		$895K Buy
8,126
+401
+5% +$38.5K 0.02% 448
2024
Q2 		$617K Buy
7,725
+725
+10% +$63.8K 0.02% 486
2024
Q1 		$686K Buy
+7,000
New +$645K 0.02% 431
2022
Q2 		– Sell
-1,664
Closed -$263K – 720
2022
Q1 		$263K Buy
1,664
+215
+15% +$35.5K 0.02% 514
2021
Q4 		$268K Sell
1,449
-19
-1% -$3.51K 0.02% 512
2021
Q3 		$257K Buy
1,468
+10
+0.7% +$1.95K 0.02% 502
2021
Q2 		$296K Hold
1,458
– – 0.02% 455
2021
Q1 		$291K Sell
1,458
-57
-4% -$10.3K 0.03% 413
2020
Q4 		$271K Sell
1,515
-107
-7% -$19K 0.03% 392
2020
Q3 		$263K Buy
1,622
+6
+0.4% +$934 0.03% 351
2020
Q2 		$225K Buy
+1,616
New +$195K 0.04% 368

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Great Valley Advisor Group's SWK Position: Q1 2026 in Review

Great Valley Advisor Group increased its Stanley Black & Decker (SWK) stake by 0.02% in Q1 2026, buying an estimated $80 and bringing the position to 6,003 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #723.

Great Valley Advisor Group first reported a position in SWK in Q2 2020 and has held it in 17 quarters since. The position peaked at $895K in Q3 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Great Valley Advisor Group held 6,003 shares of Stanley Black & Decker worth $427K as of Q1 2026.
  • Great Valley Advisor Group bought 1 Stanley Black & Decker share in Q1 2026, an estimated $80.
  • Stanley Black & Decker made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #723 holding.
  • Great Valley Advisor Group first reported a position in Stanley Black & Decker in Q2 2020 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Stanley Black & Decker position peaked at $895K in Q3 2024.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.