Cassaday & Co Wealth Management LLC
Position in SWK — Stanley Black & Decker, Inc.
CIK 1963612
MCLEAN, VA
Position in SWK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$26,541
+$6,360 QoQ
Shares Held
282
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#631
of 766 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $173,043 across 4 Tools & Accessories names. SWK ranks #2 (15.3% of the industry book) .
All Filings in SWK
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,541 | 282 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $20,181 | 284 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||