High Net Worth Advisory Group’s Stanley Black & Decker SWK Stock Holding History

High Net Worth Advisory 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 Q2	–	Sell	-3,720	Closed	-$264K	–	260
2026 Q1	$264K	Hold	3,720	–	–	0.06%	209
2025 Q4	$276K	Buy	+3,720	New	+$262K	0.06%	197
2023 Q1	–	Sell	-1	Closed	-$41	–	530
2022 Q4	$41	Sell	1 -144	-99%	-$11.2K	﹤0.01%	622
2022 Q3	$11K	Buy	145 +1	+0.7%	+$96	﹤0.01%	530
2022 Q2	$15K	Buy	144 +1	+0.7%	+$123	0.01%	490
2022 Q1	$20K	Buy	143 +1	+0.7%	+$165	0.01%	455
2021 Q4	$27K	Buy	+142	New	+$26.2K	0.01%	423

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

High Net Worth Advisory Group's SWK Position: Q2 2026 in Review

High Net Worth Advisory Group sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 3,720 shares — an estimated $264K sold.

High Net Worth Advisory Group first reported a position in SWK in Q4 2021 and held it in 7 quarters. The position peaked at $276K in Q4 2025. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

High Net Worth Advisory Group reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
High Net Worth Advisory Group sold 3,720 Stanley Black & Decker shares in Q2 2026, an estimated $264K.
High Net Worth Advisory Group first reported a position in Stanley Black & Decker in Q4 2021 and held it in 7 quarters.
High Net Worth Advisory Group's Stanley Black & Decker position peaked at $276K in Q4 2025.
773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.