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Spurstone Advisory Services’s Stanley Black & Decker SWK Stock Holding History

Spurstone Advisory Services’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
-100
Closed -$7.11K – 104
2026
Q1 		$7.11K Hold
100
– – 0.12% 29
2025
Q4 		$7.43K Hold
100
– – 0.12% 40
2025
Q3 		$7.43K Hold
100
– – 0.11% 52
2025
Q2 		$6.78K Hold
100
– – 0.1% 79
2025
Q1 		$7.69K Hold
100
– – 0.15% 46
2024
Q4 		$8.03K Buy
+100
New +$9.27K 0.15% 41

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

Spurstone Advisory Services's SWK Position: Q2 2026 in Review

Spurstone Advisory Services sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 100 shares — an estimated $7.11K sold.

Spurstone Advisory Services first reported a position in SWK in Q4 2024 and held it in 6 quarters. The position peaked at $8.03K in Q4 2024. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Spurstone Advisory Services reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
  • Spurstone Advisory Services sold 100 Stanley Black & Decker shares in Q2 2026, an estimated $7.11K.
  • Spurstone Advisory Services first reported a position in Stanley Black & Decker in Q4 2024 and held it in 6 quarters.
  • Spurstone Advisory Services's Stanley Black & Decker position peaked at $8.03K in Q4 2024.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Spurstone Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.