Wealthspire Advisors (New York)’s Stanley Black & Decker SWK Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-3,320	Closed	-$247K	–	1086
2025 Q4	$247K	Buy	3,320 +1,018	+44%	+$71.7K	﹤0.01%	884
2025 Q3	$171K	Buy	+2,302	New	+$169K	﹤0.01%	849
2024 Q4	–	Sell	-2,357	Closed	-$260K	–	839
2024 Q3	$260K	Buy	+2,357	New	+$226K	﹤0.01%	653
2024 Q2	–	Sell	-2,245	Closed	-$220K	–	690
2024 Q1	$220K	Sell	2,245 -35	-2%	-$3.23K	﹤0.01%	580
2023 Q4	$224K	Sell	2,280 -136	-6%	-$12K	﹤0.01%	589
2023 Q3	$202K	Buy	+2,416	New	+$224K	﹤0.01%	564
2023 Q1	–	Sell	-3,364	Closed	-$253K	–	593
2022 Q4	$253K	Sell	3,364 -39	-1%	-$3.04K	﹤0.01%	492
2022 Q3	$256K	Buy	+3,403	New	+$327K	0.01%	439
2022 Q2	–	Sell	-1,464	Closed	-$205K	–	521
2022 Q1	$205K	Buy	+1,464	New	+$242K	﹤0.01%	412
2021 Q2	–	Sell	-1,859	Closed	-$371K	–	625
2021 Q1	$371K	Buy	1,859 +387	+26%	+$70.2K	0.01%	486
2020 Q4	$263K	Buy	+1,472	New	+$261K	0.01%	477
2019 Q1	–	Sell	-106	Closed	-$13K	–	691
2018 Q4	$13K	Buy	+106	New	+$13.2K	﹤0.01%	446

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthspire Advisors (New York)'s SWK Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Stanley Black & Decker (SWK) in Q1 2026, closing a stake of 3,320 shares — an estimated $247K sold.

Wealthspire Advisors (New York) first reported a position in SWK in Q4 2018 and held it in 12 quarters. The position peaked at $371K in Q1 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining Stanley Black & Decker position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,320 Stanley Black & Decker shares in Q1 2026, an estimated $247K.
Wealthspire Advisors (New York) first reported a position in Stanley Black & Decker in Q4 2018 and held it in 12 quarters.
Wealthspire Advisors (New York)'s Stanley Black & Decker position peaked at $371K in Q1 2021.
717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.