Wealthcare Advisory Partners’s Stanley Black & Decker SWK Stock Holding History

Wealthcare Advisory Partners’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	$256K	Sell	2,720 -546	-17%	-$42.8K	﹤0.01%	935
2026 Q1	$232K	Buy	3,266 +488	+18%	+$39.2K	﹤0.01%	966
2025 Q4	$206K	Buy	+2,778	New	+$196K	﹤0.01%	1006
2023 Q1	–	Sell	-4,030	Closed	-$303K	–	742
2022 Q4	$303K	Buy	4,030 +105	+3%	+$8.2K	0.01%	534
2022 Q3	$295K	Sell	3,925 -1,939	-33%	-$187K	0.02%	487
2022 Q2	$615K	Buy	5,864 +365	+7%	+$44.9K	0.04%	285
2022 Q1	$769K	Buy	5,499 +148	+3%	+$24.4K	0.05%	231
2021 Q4	$1.01M	Buy	5,351 +175	+3%	+$32.3K	0.06%	194
2021 Q3	$907K	Buy	5,176 +22	+0.4%	+$4.29K	0.06%	207
2021 Q2	$1.06M	Buy	5,154 +21	+0.4%	+$4.35K	0.07%	191
2021 Q1	$1.02M	Buy	5,133 +5	+0.1%	+$907	0.07%	177
2020 Q4	$916K	Buy	5,128 +9	+0.2%	+$1.6K	0.08%	164
2020 Q3	$830K	Buy	5,119 +14	+0.3%	+$2.18K	0.09%	137
2020 Q2	$712K	Buy	5,105 +5,090	+33,933%	+$614K	0.09%	132
2020 Q1	$2K	Hold	15	–	–	﹤0.01%	1324
2019 Q4	$2K	Hold	15	–	–	﹤0.01%	1278
2019 Q3	$2K	Hold	15	–	–	﹤0.01%	1239
2019 Q2	$2K	Hold	15	–	–	﹤0.01%	1198
2019 Q1	$2K	Hold	15	–	–	﹤0.01%	1112
2018 Q4	$2K	Hold	15	–	–	﹤0.01%	1095
2018 Q3	$2K	Hold	15	–	–	﹤0.01%	1135
2018 Q2	$2K	Buy	+15	New	+$2.16K	﹤0.01%	1135
2017 Q4	–	Sell	-100	Closed	-$15K	–	1178
2017 Q3	$15K	Buy	+100	New	+$14.4K	﹤0.01%	478

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

Wealthcare Advisory Partners's SWK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Stanley Black & Decker (SWK) stake by 17% in Q2 2026, selling an estimated $42.8K and leaving 2,720 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Wealthcare Advisory Partners first reported a position in SWK in Q3 2017 and has held it in 23 quarters since. The position peaked at $1.06M in Q2 2021. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Wealthcare Advisory Partners held 2,720 shares of Stanley Black & Decker worth $256K as of Q2 2026.
Wealthcare Advisory Partners sold 546 Stanley Black & Decker shares in Q2 2026, an estimated $42.8K.
Stanley Black & Decker made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #935 holding.
Wealthcare Advisory Partners first reported a position in Stanley Black & Decker in Q3 2017 and has held it in 23 quarters since.
Wealthcare Advisory Partners's Stanley Black & Decker position peaked at $1.06M in Q2 2021.
769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.