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Moneta Group Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Moneta Group Investment 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 		$256K Sell
3,599
-6
-0.2% -$482 ﹤0.01% 680
2025
Q4 		$268K Buy
3,605
+82
+2% +$5.77K ﹤0.01% 668
2025
Q3 		$262K Buy
3,523
+14
+0.4% +$1.03K ﹤0.01% 660
2025
Q2 		$238K Buy
3,509
+70
+2% +$4.52K ﹤0.01% 618
2025
Q1 		$264K Buy
3,439
+18
+0.5% +$1.52K ﹤0.01% 552
2024
Q4 		$275K Sell
3,421
-24
-0.7% -$2.23K ﹤0.01% 551
2024
Q3 		$379K Sell
3,445
-262
-7% -$25.1K 0.01% 470
2024
Q2 		$296K Sell
3,707
-332
-8% -$29.2K ﹤0.01% 486
2024
Q1 		$395K Buy
4,039
+157
+4% +$14.5K 0.01% 422
2023
Q4 		$381K Sell
3,882
-347
-8% -$30.6K 0.01% 389
2023
Q3 		$353K Sell
4,229
-284
-6% -$26.3K 0.01% 377
2023
Q2 		$423K Buy
4,513
+404
+10% +$33.4K 0.01% 356
2023
Q1 		$331K Buy
4,109
+720
+21% +$60.6K 0.01% 396
2022
Q4 		$303K Sell
3,389
-826
-20% -$64.5K 0.01% 372
2022
Q3 		$317K Buy
4,215
+639
+18% +$61.5K 0.01% 342
2022
Q2 		$375K Sell
3,576
-666
-16% -$81.9K 0.01% 345
2022
Q1 		$593K Sell
4,242
-249
-6% -$41.1K 0.02% 272
2021
Q4 		$847K Buy
4,491
+30
+0.7% +$5.54K 0.03% 231
2021
Q3 		$782K Buy
4,461
+339
+8% +$66.1K 0.04% 221
2021
Q2 		$845K Sell
4,122
-155
-4% -$32.1K 0.04% 217
2021
Q1 		$854K Buy
+4,277
New +$775K 0.05% 192
2018
Q3 		– Sell
-592
Closed -$79K – 357
2018
Q2 		$79K Buy
+592
New +$85.2K 0.01% 295
2018
Q1 		– Sell
-3
Closed -$1K – 707
2017
Q4 		$1K Buy
+3
New +$491 ﹤0.01% 441

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

Moneta Group Investment Advisors's SWK Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Stanley Black & Decker (SWK) stake by 0.17% in Q1 2026, selling an estimated $482 and leaving 3,599 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Moneta Group Investment Advisors first reported a position in SWK in Q4 2017 and has held it in 23 quarters since. The position peaked at $854K in Q1 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Moneta Group Investment Advisors held 3,599 shares of Stanley Black & Decker worth $256K as of Q1 2026.
  • Moneta Group Investment Advisors sold 6 Stanley Black & Decker shares in Q1 2026, an estimated $482.
  • Stanley Black & Decker made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #680 holding.
  • Moneta Group Investment Advisors first reported a position in Stanley Black & Decker in Q4 2017 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's Stanley Black & Decker position peaked at $854K in Q1 2021.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.