Physician Wealth Advisors
SWK icon

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

Physician 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
Q3 		$11K Buy
124
+1
+0.8% +$94 ﹤0.01% 874
2026
Q2 		$11.6K Buy
123
+29
+31% +$2.27K ﹤0.01% 830
2026
Q1 		$6.68K Buy
94
+22
+31% +$1.77K ﹤0.01% 918
2025
Q4 		$5.35K Hold
72
– – ﹤0.01% 957
2025
Q3 		$5.35K Buy
72
+10
+16% +$733 ﹤0.01% 905
2025
Q2 		$4.2K Buy
62
+12
+24% +$775 ﹤0.01% 842
2025
Q1 		$3.84K Hold
50
– – ﹤0.01% 779
2024
Q4 		$4.02K Buy
+50
New +$4.64K ﹤0.01% 764

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM

Physician Wealth Advisors's SWK Position: Q3 2026 in Review

Physician Wealth Advisors increased its Stanley Black & Decker (SWK) stake by 0.81% in Q3 2026, buying an estimated $94 and bringing the position to 124 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Physician Wealth Advisors first reported a position in SWK in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.6K in Q2 2026. 580 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Physician Wealth Advisors held 124 shares of Stanley Black & Decker worth $11K as of Q3 2026.
  • Physician Wealth Advisors bought 1 Stanley Black & Decker share in Q3 2026, an estimated $94.
  • Stanley Black & Decker made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #874 holding.
  • Physician Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Stanley Black & Decker position peaked at $11.6K in Q2 2026.
  • 580 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.