McKinley Carter Wealth Services
SWK icon

McKinley Carter Wealth Services’s Stanley Black & Decker SWK Stock Holding History

McKinley Carter 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
Q3 		$200K Buy
2,262
+31
+1% +$2.91K 0.01% 319
2026
Q2 		$210K Buy
+2,231
New +$175K 0.01% 314
2024
Q4 		– Sell
-2,347
Closed -$258K – 304
2024
Q3 		$258K Buy
+2,347
New +$225K 0.02% 271
2024
Q2 		– Sell
-2,347
Closed -$230K – 304
2024
Q1 		$230K Hold
2,347
– – 0.02% 279
2023
Q4 		$230K Buy
+2,347
New +$207K 0.02% 282
2023
Q3 		– Sell
-2,347
Closed -$220K – 298
2023
Q2 		$220K Buy
+2,347
New +$194K 0.02% 285
2022
Q4 		– Sell
-3,117
Closed -$234K – 300
2022
Q3 		$234K Sell
3,117
-18,072
-85% -$1.74M 0.02% 259
2022
Q2 		$2.22M Sell
21,189
-412
-2% -$50.7K 0.2% 86
2022
Q1 		$3.02M Buy
21,601
+1,884
+10% +$311K 0.24% 79
2021
Q4 		$3.72M Sell
19,717
-1,625
-8% -$300K 0.28% 69
2021
Q3 		$3.74M Buy
21,342
+1,509
+8% +$294K 0.31% 68
2021
Q2 		$4.07M Buy
19,833
+17,486
+745% +$3.63M 0.34% 65
2021
Q1 		$469K Sell
2,347
-9
-0.4% -$1.63K 0.04% 192
2020
Q4 		$421K Buy
+2,356
New +$418K 0.06% 179

Other funds holding SWK

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

McKinley Carter Wealth Services's SWK Position: Q3 2026 in Review

McKinley Carter Wealth Services increased its Stanley Black & Decker (SWK) stake by 1.4% in Q3 2026, buying an estimated $2.91K and bringing the position to 2,262 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #319.

McKinley Carter Wealth Services first reported a position in SWK in Q4 2020 and has held it in 14 quarters since. The position peaked at $4.07M in Q2 2021. 183 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • McKinley Carter Wealth Services held 2,262 shares of Stanley Black & Decker worth $200K as of Q3 2026.
  • McKinley Carter Wealth Services bought 31 Stanley Black & Decker shares in Q3 2026, an estimated $2.91K.
  • Stanley Black & Decker made up 0.01% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #319 holding.
  • McKinley Carter Wealth Services first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 14 quarters since.
  • McKinley Carter Wealth Services's Stanley Black & Decker position peaked at $4.07M in Q2 2021.
  • 183 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.