SAG
SWK icon

SageView Advisory Group’s Stanley Black & Decker SWK Stock Holding History

SageView Advisory Group’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 		– Sell
-181
Closed -$13.4K – 2212
2025
Q4 		$13.4K Buy
+181
New +$12.7K ﹤0.01% 1604

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SageView Advisory Group's SWK Position: Q1 2026 in Review

SageView Advisory Group sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 181 shares — an estimated $13.4K sold.

SageView Advisory Group first reported a position in SWK in Q4 2025 and held it in 1 quarter. The position peaked at $13.4K in Q4 2025. 720 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • SageView Advisory Group reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 181 Stanley Black & Decker shares in Q1 2026, an estimated $13.4K.
  • SageView Advisory Group first reported a position in Stanley Black & Decker in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Stanley Black & Decker position peaked at $13.4K in Q4 2025.
  • 720 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.