SWK — STANLEY BLACK & DECKER INC

Ownership history in Advisor OS, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in STANLEY BLACK & DECKER INC (SWK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2023 Q2)
Avg. % of fund
0.03%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,822 -27 -0.9% 0.02% $210K $72.66
2025 Q1 ADDED 2,849 +45 +1.6% 0.02% $219K $73.36
2024 Q4 ADDED 2,804 +9 +0.3% 0.03% $225K $75.87
2024 Q3 ADDED 2,795 +132 +5.0% 0.03% $308K $103.11
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SWK price (monthly, adj. close)

Other funds also holding SWK

As of 2025 Q4 — sorted by position size

Clean Energy Transition LLP 3Y 18.2% WILSEY ASSET MANAGEMENT INC 3Y 7Y 6.03% Sunriver Management LLC 3Y 7Y 3.38% Kiltearn Partners LLP 3Y 7Y 2.49% Monte Financial Group, LLC 3Y 7Y 1.97% Paralel Advisors LLC 3Y 1.96% NFJ INVESTMENT GROUP, LLC 3Y 1.95% Altrafin AG 1.94% DE BURLO GROUP INC 3Y 7Y 1.87% Gilman Hill Asset Management, LLC 3Y 7Y 1.75%
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