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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
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 		$4.01K Buy
+50
New +$4.64K ﹤0.01% 764

Other funds holding SWK

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's SWK Position: Q2 2026 in Review

Physician Wealth Advisors increased its Stanley Black & Decker (SWK) stake by 31% in Q2 2026, buying an estimated $2.27K and bringing the position to 123 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Physician Wealth Advisors first reported a position in SWK in Q4 2024 and has held it in 7 quarters since. 319 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Physician Wealth Advisors held 123 shares of Stanley Black & Decker worth $11.6K as of Q2 2026.
  • Physician Wealth Advisors bought 29 Stanley Black & Decker shares in Q2 2026, an estimated $2.27K.
  • Stanley Black & Decker made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #830 holding.
  • Physician Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 7 quarters since.
  • 319 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.