SWK β€” STANLEY BLACK & DECKER INC

Ownership history in AVANTAX ADVISORY SERVICES, INC.  Β·  20 quarters on record

AI Ownership Summary

AVANTAX ADVISORY SERVICES, INC. reported STANLEY BLACK & DECKER INC (SWK) in 20 quarterly 13F filings from 2023 Q4 through 2025 Q1. The latest visible filing shows SWK at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SWK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AVANTAX ADVISORY SERVICES, INC.'s position in STANLEY BLACK & DECKER INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

SWK was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AVANTAX ADVISORY SERVICES, INC. held SWK β€” position size vs. price
% of Fund (quarterly)    SWK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 4,226 +1,529 +56.7% 0.00% $325K 2025-05-06 $56.28
2024 Q4 ADDED 2,697 +337 +14.3% 0.00% $217K 2025-02-10 $81.04
2024 Q3 ADDED 2,360 +183 +8.4% 0.00% $260K 2024-11-13 $80.65
2024 Q1 REDUCED 2,177 -1,541 -41.4% 0.00% $213K 2024-05-08 $79.02
2023 Q4 ADDED 3,718 +83 +2.3% 0.00% $365K 2024-02-07 $81.79
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About AVANTAX ADVISORY SERVICES, INC. and SWK

These are the practical questions this page is built to answer before you even open the full history table.

How long has AVANTAX ADVISORY SERVICES, INC. reported owning SWK?

AVANTAX ADVISORY SERVICES, INC. reported SWK across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported SWK position in AVANTAX ADVISORY SERVICES, INC.'s portfolio?

The largest reported portfolio weight for SWK was 0.00% in 2023 Q4.

What is the latest reported SWK position on this page?

The most recent filing on this page is 2025 Q1, when AVANTAX ADVISORY SERVICES, INC. reported 4,226 shares, equal to 0.00% of portfolio, with an estimated market value of $325K.

What does the chart on this SWK ownership page compare?

The chart compares AVANTAX ADVISORY SERVICES, INC.'s quarterly SWK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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