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Kestra Private Wealth Services’s Stanley Black & Decker SWK Stock Holding History

Kestra Private Wealth 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
Q2 		$253K Sell
2,686
-307
-10% -$24.1K ﹤0.01% 1578
2026
Q1 		$213K Buy
2,993
+206
+7% +$16.5K ﹤0.01% 1609
2025
Q4 		$207K Sell
2,787
-2,534
-48% -$178K ﹤0.01% 1584
2025
Q3 		$396K Sell
5,321
-968
-15% -$71K 0.01% 1219
2025
Q2 		$426K Sell
6,289
-907
-13% -$58.5K 0.01% 1106
2025
Q1 		$553K Sell
7,196
-1,263
-15% -$106K 0.01% 912
2024
Q4 		$679K Buy
8,459
+5,133
+154% +$476K 0.01% 792
2024
Q3 		$366K Sell
3,326
-3,587
-52% -$344K 0.01% 1010
2024
Q2 		$552K Buy
6,913
+1,940
+39% +$171K 0.01% 791
2024
Q1 		$487K Sell
4,973
-879
-15% -$81K 0.01% 807
2023
Q4 		$574K Sell
5,852
-134
-2% -$11.8K 0.01% 684
2023
Q3 		$500K Buy
5,986
+2,015
+51% +$187K 0.02% 662
2023
Q2 		$372K Buy
3,971
+82
+2% +$6.79K 0.01% 740
2023
Q1 		$313K Buy
3,889
+279
+8% +$23.5K 0.01% 767
2022
Q4 		$271K Sell
3,610
-3,153
-47% -$246K 0.01% 698
2022
Q3 		$509K Buy
6,763
+440
+7% +$42.3K 0.03% 492
2022
Q2 		$663K Buy
6,323
+1,058
+20% +$130K 0.04% 424
2022
Q1 		$736K Sell
5,265
-442
-8% -$73K 0.04% 458
2021
Q4 		$1.08M Buy
5,707
+1,472
+35% +$272K 0.05% 367
2021
Q3 		$742K Buy
4,235
+235
+6% +$45.8K 0.04% 438
2021
Q2 		$820K Buy
4,000
+217
+6% +$45K 0.05% 384
2021
Q1 		$755K Buy
3,783
+756
+25% +$137K 0.05% 362
2020
Q4 		$540K Buy
3,027
+1,329
+78% +$236K 0.04% 420
2020
Q3 		$275K Buy
+1,698
New +$264K 0.02% 512

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kestra Private Wealth Services's SWK Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Stanley Black & Decker (SWK) stake by 10% in Q2 2026, selling an estimated $24.1K and leaving 2,686 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Kestra Private Wealth Services first reported a position in SWK in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.08M in Q4 2021. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Kestra Private Wealth Services held 2,686 shares of Stanley Black & Decker worth $253K as of Q2 2026.
  • Kestra Private Wealth Services sold 307 Stanley Black & Decker shares in Q2 2026, an estimated $24.1K.
  • Stanley Black & Decker made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1578 holding.
  • Kestra Private Wealth Services first reported a position in Stanley Black & Decker in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Stanley Black & Decker position peaked at $1.08M in Q4 2021.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.