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

Portus 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 		– Sell
-5
Closed -$355 – 469
2026
Q1 		$355 Buy
+5
New +$402 ﹤0.01% 508

Other funds holding SWK

Capital Research Global Investors
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Portus Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 5 shares — an estimated $355 sold.

Portus Wealth Advisors first reported a position in SWK in Q1 2026 and held it in 1 quarter. The position peaked at $355 in Q1 2026. 771 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 5 Stanley Black & Decker shares in Q2 2026, an estimated $355.
  • Portus Wealth Advisors first reported a position in Stanley Black & Decker in Q1 2026 and held it in 1 quarter.
  • Portus Wealth Advisors's Stanley Black & Decker position peaked at $355 in Q1 2026.
  • 771 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.