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Advisor OS, LLC

SEC CIK
0001767580
Latest filing
Aug 5, 2026

SWK holding history

Stanley Black & Decker, Inc. in every 13F filed by Advisor OS, 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)
2,220
Value
$209.0K
% of portfolio
<0.1%
Quarters held
10
Since Q2 2023
Holdings of SWK by Advisor OS, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,220$209.0K<0.1%+2,220NewHolders
Q4 20250$00.0%−2,822−100.0%Sold outHolders
Q3 20252,822$209.7K<0.1%+2,822NewHolders
Q2 20250$00.0%−2,849−100.0%Sold outHolders
Q1 20252,849$219.1K<0.1%+45+1.6%AddedHolders
Q4 20242,804$225.1K<0.1%+9+0.3%AddedHolders
Q3 20242,795$307.8K<0.1%+132+5.0%AddedHolders
Q2 20242,663$212.7K<0.1%+4+0.2%AddedHolders
Q1 20242,659$260.4K<0.1%+62+2.4%AddedHolders
Q4 20232,597$254.7K<0.1%+27+1.1%AddedHolders
Q3 20232,570$214.8K<0.1%+23+0.9%AddedHolders
Q2 20232,547$238.7K<0.1%+2,547NewHolders