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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$360K Buy
+3,830
New +$300K ﹤0.01% 1327
2014
Q2
Sell
-74
Closed -$6K 754
2014
Q1
$6K Sell
74
-1,000
-93% -$80.2K ﹤0.01% 525
2013
Q4
$87K Buy
1,074
+74
+7% +$6.06K 0.03% 257
2013
Q3
$91K Buy
+1,000
New +$85.7K 0.05% 165

Other funds holding SWK

Waverly Advisors's SWK Position: Q2 2026 in Review

Waverly Advisors opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 3,830 shares worth $360K. The stake represents ﹤0.01% of the portfolio and ranks #1327 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in SWK as recently as Q1 2014.

Waverly Advisors first reported a position in SWK in Q3 2013 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Waverly Advisors held 3,830 shares of Stanley Black & Decker worth $360K as of Q2 2026.
  • Stanley Black & Decker was a new Waverly Advisors position in Q2 2026.
  • Stanley Black & Decker made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1327 holding.
  • Waverly Advisors first reported a position in Stanley Black & Decker in Q3 2013 and has held it in 4 quarters since.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.