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Kovack Advisors’s Stanley Black & Decker SWK Stock Holding History

Kovack Advisors’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 		$2.43M Sell
34,163
-870
-2% -$69.9K 0.13% 149
2025
Q4 		$2.6M Buy
+35,033
New +$2.47M 0.12% 147
2022
Q2 		– Sell
-1,459
Closed -$204K – 731
2022
Q1 		$204K Buy
+1,459
New +$241K 0.02% 644
2017
Q4 		– Sell
-1,850
Closed -$279K – 499
2017
Q3 		$279K Sell
1,850
-285
-13% -$41K 0.09% 258
2017
Q2 		$300K Buy
+2,135
New +$293K 0.09% 251

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

Kovack Advisors's SWK Position: Q1 2026 in Review

Kovack Advisors reduced its Stanley Black & Decker (SWK) stake by 2.5% in Q1 2026, selling an estimated $69.9K and leaving 34,163 shares worth $2.43M. The position accounts for 0.13% of the portfolio, ranked #149.

Kovack Advisors first reported a position in SWK in Q2 2017 and has held it in 5 quarters since. The position peaked at $2.6M in Q4 2025. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Kovack Advisors held 34,163 shares of Stanley Black & Decker worth $2.43M as of Q1 2026.
  • Kovack Advisors sold 870 Stanley Black & Decker shares in Q1 2026, an estimated $69.9K.
  • Stanley Black & Decker made up 0.13% of Kovack Advisors's portfolio in Q1 2026, its #149 holding.
  • Kovack Advisors first reported a position in Stanley Black & Decker in Q2 2017 and has held it in 5 quarters since.
  • Kovack Advisors's Stanley Black & Decker position peaked at $2.6M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.