MWA
SWK icon

Medallion Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Medallion Wealth 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
Q2 		$77.6K Buy
824
+104
+14% +$8.15K 0.02% 378
2026
Q1 		$51.2K Buy
720
+5
+0.7% +$402 0.02% 472
2025
Q4 		$53.1K Sell
715
-210
-23% -$14.8K 0.02% 467
2025
Q3 		$68.7K Sell
925
-295
-24% -$21.6K 0.02% 415
2025
Q2 		$85.9K Buy
1,220
+6
+0.5% +$387 0.03% 371
2025
Q1 		$92.4K Buy
1,214
+4
+0.3% +$337 0.04% 320
2024
Q4 		$97.1K Buy
+1,210
New +$112K 0.05% 302

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

Medallion Wealth Advisors's SWK Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Stanley Black & Decker (SWK) stake by 14% in Q2 2026, buying an estimated $8.15K and bringing the position to 824 shares worth $77.6K. The position accounts for 0.02% of the portfolio, ranked #378.

Medallion Wealth Advisors first reported a position in SWK in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.1K in Q4 2024. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Medallion Wealth Advisors held 824 shares of Stanley Black & Decker worth $77.6K as of Q2 2026.
  • Medallion Wealth Advisors bought 104 Stanley Black & Decker shares in Q2 2026, an estimated $8.15K.
  • Stanley Black & Decker made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #378 holding.
  • Medallion Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Stanley Black & Decker position peaked at $97.1K in Q4 2024.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.