VestGen Advisors
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VestGen Advisors’s Stanley Black & Decker SWK Stock Holding History

VestGen 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
Q3 		$287K Sell
3,235
-364
-10% -$34.2K 0.01% 819
2026
Q2 		$339K Sell
3,599
-168
-4% -$13.2K 0.01% 800
2026
Q1 		$297K Buy
+3,767
New +$303K 0.01% 846

Other funds holding SWK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

VestGen Advisors's SWK Position: Q3 2026 in Review

VestGen Advisors reduced its Stanley Black & Decker (SWK) stake by 10% in Q3 2026, selling an estimated $34.2K and leaving 3,235 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #819.

VestGen Advisors first reported a position in SWK in Q1 2026 and has held it in 3 quarters since. The position peaked at $339K in Q2 2026. 472 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • VestGen Advisors held 3,235 shares of Stanley Black & Decker worth $287K as of Q3 2026.
  • VestGen Advisors sold 364 Stanley Black & Decker shares in Q3 2026, an estimated $34.2K.
  • Stanley Black & Decker made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #819 holding.
  • VestGen Advisors first reported a position in Stanley Black & Decker in Q1 2026 and has held it in 3 quarters since.
  • VestGen Advisors's Stanley Black & Decker position peaked at $339K in Q2 2026.
  • 472 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.