Balance Wealth
SWK icon

Balance Wealth’s Stanley Black & Decker SWK Stock Holding History

Balance Wealth’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 		$85 Buy
+1
New +$94 ﹤0.01% 956

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Balance Wealth's SWK Position: Q3 2026 in Review

Balance Wealth opened a new position in Stanley Black & Decker (SWK) in Q3 2026: 1 share worth $85. The stake represents ﹤0.01% of the portfolio and ranks #956 among its holdings.

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

  • Balance Wealth held 1 share of Stanley Black & Decker worth $85 as of Q3 2026.
  • Stanley Black & Decker was a new Balance Wealth position in Q3 2026.
  • Stanley Black & Decker made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #956 holding.
  • 675 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.