Superior Planning, LLC’s Stanley Black & Decker SWK Stock Holding History

Superior Planning, LLC’s Portfolio SWK Stock Details SWK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$23K	Buy	+260	New	+$24.4K	0.01%	643

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nykredit A/S Nordhavn, Denmark $27.5B AUM

Superior Planning, LLC's SWK Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Stanley Black & Decker (SWK) in Q3 2026: 260 shares worth $23K. The stake represents 0.01% of the portfolio and ranks #643 among its holdings.

580 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Superior Planning, LLC held 260 shares of Stanley Black & Decker worth $23K as of Q3 2026.
Stanley Black & Decker was a new Superior Planning, LLC position in Q3 2026.
Stanley Black & Decker made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #643 holding.
580 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.