Physician Wealth Advisors, Inc.
Position in SWK — Stanley Black & Decker, Inc.
CIK 1795173
MIDVALE, UT
Position in SWK
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$11,576
+$4,897 QoQ
Shares Held
123
+30.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#662
of 766 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SWK Over Time
Shares Held
Position Value (USD)
Position in Tools & Accessories
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $75,628 across 7 Tools & Accessories names. SWK ranks #2 (15.3% of the industry book) .
All Filings in SWK
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,576 | 123 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,679 | 94 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,348 | 72 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $5,351 | 72 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,200 | 62 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,844 | 50 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $4,014 | 50 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||