KAS
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Kestra Advisory Services’s Stanley Black & Decker SWK Stock Holding History

Kestra Advisory Services’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 		$1.67M Buy
23,478
+1,611
+7% +$129K 0.01% 1419
2025
Q4 		$1.62M Buy
21,867
+4,141
+23% +$292K 0.01% 1340
2025
Q3 		$1.32M Buy
17,726
+4,451
+34% +$326K 0.01% 1404
2025
Q2 		$899K Buy
13,275
+2,088
+19% +$135K ﹤0.01% 1550
2025
Q1 		$860K Sell
11,187
-233
-2% -$19.6K ﹤0.01% 1473
2024
Q4 		$917K Buy
11,420
+685
+6% +$63.5K 0.01% 1473
2024
Q3 		$1.18M Buy
10,735
+158
+1% +$15.2K 0.01% 1230
2024
Q2 		$798K Buy
10,577
+1,829
+21% +$161K ﹤0.01% 1470
2024
Q1 		$857K Sell
8,748
-173
-2% -$15.9K 0.01% 1330
2023
Q4 		$875K Buy
8,921
+319
+4% +$28.1K 0.01% 1200
2023
Q3 		$719K Sell
8,602
-790
-8% -$73.2K 0.01% 1165
2023
Q2 		$880K Sell
9,392
-4,344
-32% -$360K 0.01% 1034
2023
Q1 		$1.11M Sell
13,736
-237
-2% -$20K 0.01% 891
2022
Q4 		$1.05M Sell
13,973
-5,682
-29% -$443K 0.01% 1033
2022
Q3 		$1.48M Buy
19,655
+988
+5% +$95K 0.02% 795
2022
Q2 		$1.96M Buy
18,667
+12,057
+182% +$1.48M 0.02% 686
2022
Q1 		$924K Sell
6,610
-3,641
-36% -$601K 0.01% 1003
2021
Q4 		$1.93M Sell
10,251
-546
-5% -$101K 0.02% 693
2021
Q3 		$1.89M Buy
10,797
+2,467
+30% +$481K 0.02% 738
2021
Q2 		$1.71M Buy
8,330
+673
+9% +$140K 0.02% 707
2021
Q1 		$1.53M Buy
7,657
+137
+2% +$24.8K 0.02% 688
2020
Q4 		$1.34M Buy
7,520
+7,460
+12,433% +$1.32M 0.02% 738
2020
Q3 		$647K Buy
+60
New +$9.34K 0.01% 775

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

Kestra Advisory Services's SWK Position: Q1 2026 in Review

Kestra Advisory Services increased its Stanley Black & Decker (SWK) stake by 7.4% in Q1 2026, buying an estimated $129K and bringing the position to 23,478 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #1419.

Kestra Advisory Services first reported a position in SWK in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.96M in Q2 2022. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Kestra Advisory Services held 23,478 shares of Stanley Black & Decker worth $1.67M as of Q1 2026.
  • Kestra Advisory Services bought 1,611 Stanley Black & Decker shares in Q1 2026, an estimated $129K.
  • Stanley Black & Decker made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1419 holding.
  • Kestra Advisory Services first reported a position in Stanley Black & Decker in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Stanley Black & Decker position peaked at $1.96M in Q2 2022.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.