Wealth Enhancement Advisory Services
SWK icon

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

Wealth Enhancement 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 		$4.41M Buy
52,536
+8,889
+20% +$696K 0.01% 1086
2026
Q1 		$3M Sell
43,647
-15,536
-26% -$1.25M 0.01% 1178
2025
Q4 		$4.78M Sell
59,183
-21,613
-27% -$1.52M 0.01% 1042
2025
Q3 		$5.91M Sell
80,796
-9,685
-11% -$710K 0.01% 871
2025
Q2 		$6.43M Sell
90,481
-10,830
-11% -$699K 0.01% 798
2025
Q1 		$7.79M Buy
101,311
+28,154
+38% +$2.37M 0.01% 669
2024
Q4 		$5.87M Sell
73,157
-5,373
-7% -$498K 0.01% 742
2024
Q3 		$8.65M Buy
78,530
+1,225
+2% +$118K 0.02% 555
2024
Q2 		$6.18M Buy
77,305
+8,805
+13% +$775K 0.01% 630
2024
Q1 		$6.71M Sell
68,500
-6,632
-9% -$611K 0.02% 595
2023
Q4 		$7.37M Sell
75,132
-46,219
-38% -$4.07M 0.02% 499
2023
Q3 		$10.1M Buy
+121,351
New +$11.2M 0.03% 406

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

Wealth Enhancement Advisory Services's SWK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Stanley Black & Decker (SWK) stake by 20% in Q2 2026, buying an estimated $696K and bringing the position to 52,536 shares worth $4.41M. The position accounts for 0.01% of the portfolio, ranked #1086.

Wealth Enhancement Advisory Services first reported a position in SWK in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.1M in Q3 2023. 126 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Wealth Enhancement Advisory Services held 52,536 shares of Stanley Black & Decker worth $4.41M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,889 Stanley Black & Decker shares in Q2 2026, an estimated $696K.
  • Stanley Black & Decker made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1086 holding.
  • Wealth Enhancement Advisory Services first reported a position in Stanley Black & Decker in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Stanley Black & Decker position peaked at $10.1M in Q3 2023.
  • 126 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.