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James T. Borello RIA’s Stanley Black & Decker SWK Stock Holding History

James T. Borello RIA’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 		$3.81K Buy
43
+4
+10% +$376 ﹤0.01% 841
2026
Q2 		$3.67K Sell
39
-115
-75% -$9.01K ﹤0.01% 854
2026
Q1 		$10.9K Buy
154
+153
+15,300% +$12.3K ﹤0.01% 542
2025
Q4 		$74 Sell
1
-7
-88% -$493 ﹤0.01% 1105
2025
Q3 		$595 Buy
+8
New +$587 ﹤0.01% 860

Other funds holding SWK

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello RIA's SWK Position: Q3 2026 in Review

James T. Borello RIA increased its Stanley Black & Decker (SWK) stake by 10% in Q3 2026, buying an estimated $376 and bringing the position to 43 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

James T. Borello RIA first reported a position in SWK in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.9K in Q1 2026. 105 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • James T. Borello RIA held 43 shares of Stanley Black & Decker worth $3.81K as of Q3 2026.
  • James T. Borello RIA bought 4 Stanley Black & Decker shares in Q3 2026, an estimated $376.
  • Stanley Black & Decker made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #841 holding.
  • James T. Borello RIA first reported a position in Stanley Black & Decker in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Stanley Black & Decker position peaked at $10.9K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.