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EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

SWK holding history

Stanley Black & Decker, Inc. in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWK overviewAll 13F holders of SWKFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q1 2021
Holdings of SWK by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,847−100.0%Sold outHolders
Q3 20241,847$203.4K<0.1%+1,847NewHolders
Q3 20210$00.0%−2,300−100.0%Sold outHolders
Q2 20212,300$471.0K<0.1%−123−5.1%ReducedHolders
Q1 20212,423$484.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.