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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SWK holding history

Stanley Black & Decker, Inc. in every 13F filed by EverSource 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 (Q2 2026)
2,103
Value
$198.0K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of SWK by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,103$198.0K<0.1%+426+25.4%AddedHolders
Q1 20261,677$119.2K<0.1%+720+75.2%AddedHolders
Q4 2025957$71.1K<0.1%−220−18.7%ReducedHolders
Q3 20251,177$87.5K<0.1%+188+19.0%AddedHolders
Q2 2025989$67.0K<0.1%+345+53.6%AddedHolders
Q1 2025644$49.5K<0.1%+274+74.1%AddedHolders
Q4 2024370$29.7K<0.1%−171−31.6%ReducedHolders
Q3 2024541$59.5K<0.1%+13+2.5%AddedHolders
Q2 2024528$55.7K<0.1%+237+81.4%AddedHolders
Q1 2024291$26.6K<0.1%−49−14.4%ReducedHolders
Q4 2023340$33.3K<0.1%−178−34.4%ReducedHolders
Q3 2023518$43.3K<0.1%+231+80.5%AddedHolders
Q2 2023287$26.9K<0.1%−60−17.3%ReducedHolders
Q1 2023347$28.0K<0.1%−8−2.3%ReducedHolders
Q4 2022355$26.7K<0.1%−97−21.5%ReducedHolders
Q3 2022452$34.0K<0.1%+21+4.9%AddedHolders
Q2 2022431$46.0K<0.1%+308+250.4%AddedHolders
Q1 2022123$18.0K<0.1%−58−32.0%ReducedHolders
Q4 2021181$34.0K<0.1%–No prior filingHolders