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Ulland Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Ulland Investment 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 		$9K Hold
97
– – 0.01% 187
2026
Q1 		$7K Hold
97
– – 0.01% 183
2025
Q4 		$7K Hold
97
– – 0.01% 178
2025
Q3 		$7K Hold
97
– – 0.01% 186
2025
Q2 		$7K Buy
+97
New +$6.26K 0.01% 178

Other funds holding SWK

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
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
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

Ulland Investment Advisors's SWK Position: Q2 2026 in Review

Ulland Investment Advisors held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 97 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #187.

Ulland Investment Advisors first reported a position in SWK in Q2 2025 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Ulland Investment Advisors held 97 shares of Stanley Black & Decker worth $9K as of Q2 2026.
  • Ulland Investment Advisors left its Stanley Black & Decker share count unchanged in Q2 2026.
  • Stanley Black & Decker made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #187 holding.
  • Ulland Investment Advisors first reported a position in Stanley Black & Decker in Q2 2025 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.