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 Q3	$6.36M	Buy	78,497 +25,961	+49%	+$2.44M	0.01%	958
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's SWK Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Stanley Black & Decker (SWK) stake by 49% in Q3 2026, buying an estimated $2.44M and bringing the position to 78,497 shares worth $6.36M. The position accounts for 0.01% of the portfolio, ranked #958.

Wealth Enhancement Advisory Services first reported a position in SWK in Q3 2023 and has held it in 13 quarters since. The position peaked at $10.1M in Q3 2023. 223 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Wealth Enhancement Advisory Services held 78,497 shares of Stanley Black & Decker worth $6.36M as of Q3 2026.
Wealth Enhancement Advisory Services bought 25,961 Stanley Black & Decker shares in Q3 2026, an estimated $2.44M.
Stanley Black & Decker made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #958 holding.
Wealth Enhancement Advisory Services first reported a position in Stanley Black & Decker in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Stanley Black & Decker position peaked at $10.1M in Q3 2023.
223 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.