OIA
SWK icon

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

OneDigital 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 		$329K Buy
+4,634
New +$372K ﹤0.01% 1139
2025
Q3 		– Sell
-3,321
Closed -$225K – 1540
2025
Q2 		$225K Buy
3,321
+643
+24% +$41.5K ﹤0.01% 1334
2025
Q1 		$206K Buy
+2,678
New +$226K ﹤0.01% 1314
2023
Q4 		– Sell
-2,568
Closed -$215K – 1147
2023
Q3 		$215K Buy
2,568
+16
+0.6% +$1.48K ﹤0.01% 916
2023
Q2 		$239K Buy
+2,552
New +$211K 0.01% 898
2023
Q1 		– Sell
-2,901
Closed -$218K – 991
2022
Q4 		$218K Buy
+2,901
New +$226K 0.01% 750
2022
Q3 		– Sell
-2,150
Closed -$225K – 798
2022
Q2 		$225K Sell
2,150
-1,306
-38% -$161K 0.01% 627
2022
Q1 		$483K Buy
3,456
+1,400
+68% +$231K 0.02% 451
2021
Q4 		$388K Sell
2,056
-42
-2% -$7.75K 0.01% 523
2021
Q3 		$368K Sell
2,098
-1,191
-36% -$232K 0.01% 519
2021
Q2 		$674K Buy
3,289
+1,324
+67% +$275K 0.03% 336
2021
Q1 		$392K Sell
1,965
-143
-7% -$25.9K 0.02% 440
2020
Q4 		$376K Buy
2,108
+57
+3% +$10.1K 0.02% 419
2020
Q3 		$333K Sell
2,051
-522
-20% -$81.3K 0.02% 400
2020
Q2 		$359K Buy
2,573
+243
+10% +$29.3K 0.03% 395
2020
Q1 		$233K Buy
2,330
+483
+26% +$69K 0.02% 438
2019
Q4 		$306K Sell
1,847
-335
-15% -$51.9K 0.02% 414
2019
Q3 		$315K Buy
2,182
+58
+3% +$8.19K 0.03% 369
2019
Q2 		$307K Buy
+2,124
New +$299K 0.02% 342
2018
Q4 		– Sell
-977
Closed -$143K – 1271
2018
Q3 		$143K Hold
977
– – 0.03% 230
2018
Q2 		$130K Sell
977
-111
-10% -$16K 0.03% 298
2018
Q1 		$167K Hold
1,088
– – 0.04% 249
2017
Q4 		$185K Buy
1,088
+951
+694% +$156K 0.02% 239
2017
Q3 		$21K Sell
137
-1,007
-88% -$145K 0.01% 632
2017
Q2 		$161K Buy
+1,144
New +$157K 0.05% 228

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

OneDigital Investment Advisors's SWK Position: Q1 2026 in Review

OneDigital Investment Advisors opened a new position in Stanley Black & Decker (SWK) in Q1 2026: 4,634 shares worth $329K. The stake represents ﹤0.01% of the portfolio and ranks #1139 among its holdings. This is a return to the name: OneDigital Investment Advisors previously reported a position in SWK as recently as Q2 2025.

OneDigital Investment Advisors first reported a position in SWK in Q2 2017 and has held it in 25 quarters since. The position peaked at $674K in Q2 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • OneDigital Investment Advisors held 4,634 shares of Stanley Black & Decker worth $329K as of Q1 2026.
  • Stanley Black & Decker was a new OneDigital Investment Advisors position in Q1 2026.
  • Stanley Black & Decker made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #1139 holding.
  • OneDigital Investment Advisors first reported a position in Stanley Black & Decker in Q2 2017 and has held it in 25 quarters since.
  • OneDigital Investment Advisors's Stanley Black & Decker position peaked at $674K in Q2 2021.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.