Visionary Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Visionary Wealth 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	$221K	Buy	+2,343	New	+$184K	0.01%	627
2024 Q4	–	Sell	-2,351	Closed	-$259K	–	560
2024 Q3	$259K	Buy	+2,351	New	+$226K	0.02%	473
2024 Q2	–	Sell	-4,488	Closed	-$439K	–	520
2024 Q1	$439K	Sell	4,488 -62,008	-93%	-$5.71M	0.03%	342
2023 Q4	$6.52M	Buy	66,496 +161	+0.2%	+$14.2K	0.48%	58
2023 Q3	$5.54M	Sell	66,335 -1,338	-2%	-$124K	0.45%	62
2023 Q2	$6.34M	Buy	67,673 +2,659	+4%	+$220K	0.51%	50
2023 Q1	$5.24M	Buy	65,014 +6,646	+11%	+$560K	0.44%	66
2022 Q4	$4.38M	Buy	58,368 +5,595	+11%	+$437K	0.4%	73
2022 Q3	$3.97M	Buy	+52,773	New	+$5.08M	0.41%	65

Other funds holding SWK

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Visionary Wealth Advisors's SWK Position: Q2 2026 in Review

Visionary Wealth Advisors opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 2,343 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Visionary Wealth Advisors previously reported a position in SWK as recently as Q3 2024.

Visionary Wealth Advisors first reported a position in SWK in Q3 2022 and has held it in 9 quarters since. The position peaked at $6.52M in Q4 2023. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Visionary Wealth Advisors held 2,343 shares of Stanley Black & Decker worth $221K as of Q2 2026.
Stanley Black & Decker was a new Visionary Wealth Advisors position in Q2 2026.
Stanley Black & Decker made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #627 holding.
Visionary Wealth Advisors first reported a position in Stanley Black & Decker in Q3 2022 and has held it in 9 quarters since.
Visionary Wealth Advisors's Stanley Black & Decker position peaked at $6.52M in Q4 2023.
773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.