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New England Capital Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

New England Capital Financial 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 		$70.4K Sell
748
-18
-2% -$1.41K 0.02% 112
2026
Q1 		$54.5K Sell
766
-69
-8% -$5.54K 0.01% 126
2025
Q4 		$62K Buy
835
+1
+0.1% +$70 0.02% 118
2025
Q3 		$62K Buy
834
+1
+0.1% +$73 0.03% 112
2025
Q2 		$56.5K Buy
833
+1
+0.1% +$65 0.03% 115
2025
Q1 		$64K Hold
832
– – 0.03% 100
2024
Q4 		$66.8K Buy
832
+1
+0.1% +$93 0.03% 103
2024
Q3 		$91.5K Buy
831
+633
+320% +$60.8K 0.05% 83
2024
Q2 		$15.8K Buy
198
+1
+0.5% +$88 0.01% 196
2024
Q1 		$19.3K Hold
197
– – 0.01% 180
2023
Q4 		$19.3K Buy
197
+1
+0.5% +$88 0.01% 176
2023
Q3 		$16.4K Buy
196
+1
+0.5% +$93 0.01% 183
2023
Q2 		$18.3K Buy
195
+1
+0.5% +$83 0.01% 173
2023
Q1 		$15.7K Hold
194
– – 0.01% 205
2022
Q4 		$16.6K Buy
+194
New +$15.1K 0.01% 201

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

New England Capital Financial Advisors's SWK Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its Stanley Black & Decker (SWK) stake by 2.3% in Q2 2026, selling an estimated $1.41K and leaving 748 shares worth $70.4K. The position accounts for 0.02% of the portfolio, ranked #112.

New England Capital Financial Advisors first reported a position in SWK in Q4 2022 and has held it in 15 quarters since. The position peaked at $91.5K in Q3 2024. 531 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • New England Capital Financial Advisors held 748 shares of Stanley Black & Decker worth $70.4K as of Q2 2026.
  • New England Capital Financial Advisors sold 18 Stanley Black & Decker shares in Q2 2026, an estimated $1.41K.
  • Stanley Black & Decker made up 0.02% of New England Capital Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • New England Capital Financial Advisors first reported a position in Stanley Black & Decker in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Stanley Black & Decker position peaked at $91.5K in Q3 2024.
  • 531 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.