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Sequoia Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

Sequoia Financial 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 		$1.73M Buy
18,375
+2,934
+19% +$230K 0.01% 691
2026
Q1 		$1.1M Sell
15,441
-1,172
-7% -$94.1K 0.01% 853
2025
Q4 		$1.23M Buy
16,613
+2,434
+17% +$171K 0.01% 791
2025
Q3 		$1.05M Buy
14,179
+1,125
+9% +$82.5K 0.01% 749
2025
Q2 		$884K Buy
13,054
+10
+0.1% +$645 0.01% 737
2025
Q1 		$1M Sell
13,044
-4,798
-27% -$404K 0.01% 618
2024
Q4 		$1.43M Buy
17,842
+14,250
+397% +$1.32M 0.01% 484
2024
Q3 		$396K Buy
3,592
+986
+38% +$94.6K ﹤0.01% 845
2024
Q2 		$208K Sell
2,606
-1,637
-39% -$144K ﹤0.01% 1090
2024
Q1 		$415K Sell
4,243
-1,229
-22% -$113K 0.01% 749
2023
Q4 		$537K Buy
5,472
+1,620
+42% +$143K 0.01% 708
2023
Q3 		$322K Sell
3,852
-44
-1% -$4.08K 0.01% 664
2023
Q2 		$365K Buy
+3,896
New +$322K 0.01% 624

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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

Sequoia Financial Advisors's SWK Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Stanley Black & Decker (SWK) stake by 19% in Q2 2026, buying an estimated $230K and bringing the position to 18,375 shares worth $1.73M. The position accounts for 0.01% of the portfolio, ranked #691.

Sequoia Financial Advisors first reported a position in SWK in Q2 2023 and has held it in 13 quarters since. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Sequoia Financial Advisors held 18,375 shares of Stanley Black & Decker worth $1.73M as of Q2 2026.
  • Sequoia Financial Advisors bought 2,934 Stanley Black & Decker shares in Q2 2026, an estimated $230K.
  • Stanley Black & Decker made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #691 holding.
  • Sequoia Financial Advisors first reported a position in Stanley Black & Decker in Q2 2023 and has held it in 13 quarters since.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.