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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
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

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

McKinley Carter Wealth Services's SWK Position: Q2 2026 in Review

McKinley Carter Wealth Services opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 2,231 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #314 among its holdings. This is a return to the name: McKinley Carter Wealth Services previously reported a position in SWK as recently as Q3 2024.

McKinley Carter Wealth Services first reported a position in SWK in Q4 2020 and has held it in 13 quarters since. The position peaked at $4.07M in Q2 2021. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • McKinley Carter Wealth Services held 2,231 shares of Stanley Black & Decker worth $210K as of Q2 2026.
  • Stanley Black & Decker was a new McKinley Carter Wealth Services position in Q2 2026.
  • Stanley Black & Decker made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #314 holding.
  • McKinley Carter Wealth Services first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 13 quarters since.
  • McKinley Carter Wealth Services's Stanley Black & Decker position peaked at $4.07M in Q2 2021.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

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