Old North State Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Old North State Wealth Management’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	$6.39M	Sell	72,108 -388	-0.5%	-$36.4K	2.65%	10
2026 Q2	$6.83M	Buy	72,496 +3,775	+5%	+$296K	2.92%	9
2026 Q1	$4.89M	Sell	68,721 -5,366	-7%	-$431K	2.26%	13
2025 Q4	$5.51M	Buy	74,087 +11,748	+19%	+$827K	2.59%	9
2025 Q3	$4.64M	Buy	62,339 +2,541	+4%	+$186K	2.17%	13
2025 Q2	$4.06M	Buy	59,798 +12,783	+27%	+$825K	2.11%	14
2025 Q1	$3.62M	Buy	47,015 +11,217	+31%	+$945K	2.02%	13
2024 Q4	$2.88M	Buy	+35,798	New	+$3.32M	1.62%	20

Other funds holding SWK

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Old North State Wealth Management's SWK Position: Q3 2026 in Review

Old North State Wealth Management reduced its Stanley Black & Decker (SWK) stake by 0.54% in Q3 2026, selling an estimated $36.4K and leaving 72,108 shares worth $6.39M. The position accounts for 2.65% of the portfolio, ranked #10.

Old North State Wealth Management first reported a position in SWK in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.83M in Q2 2026. 183 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Old North State Wealth Management held 72,108 shares of Stanley Black & Decker worth $6.39M as of Q3 2026.
Old North State Wealth Management sold 388 Stanley Black & Decker shares in Q3 2026, an estimated $36.4K.
Stanley Black & Decker made up 2.65% of Old North State Wealth Management's portfolio in Q3 2026, its #10 holding.
Old North State Wealth Management first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 8 quarters since.
Old North State Wealth Management's Stanley Black & Decker position peaked at $6.83M in Q2 2026.
183 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Old North State Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.