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Birchwood Financial Partners’s Stanley Black & Decker SWK Stock Holding History

Birchwood Financial Partners’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
Q2 		$4.14K Hold
44
– – ﹤0.01% 317
2026
Q1 		$3.13K Hold
44
– – ﹤0.01% 324
2025
Q4 		$3.27K Buy
+44
New +$3.1K ﹤0.01% 320

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Birchwood Financial Partners's SWK Position: Q2 2026 in Review

Birchwood Financial Partners held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 44 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Birchwood Financial Partners first reported a position in SWK in Q4 2025 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Birchwood Financial Partners held 44 shares of Stanley Black & Decker worth $4.14K as of Q2 2026.
  • Birchwood Financial Partners left its Stanley Black & Decker share count unchanged in Q2 2026.
  • Stanley Black & Decker made up ﹤0.01% of Birchwood Financial Partners's portfolio in Q2 2026, its #317 holding.
  • Birchwood Financial Partners first reported a position in Stanley Black & Decker in Q4 2025 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.