Center for Financial Planning’s Stanley Black & Decker SWK Stock Holding History

Center for Financial Planning’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	$220K	Buy	2,478 +170	+7%	+$16K	0.02%	174
2026 Q2	$217K	Hold	2,308	–	–	0.02%	169
2026 Q1	$164K	Hold	2,308	–	–	0.02%	185
2025 Q4	$171K	Hold	2,308	–	–	0.02%	183
2025 Q3	$172K	Hold	2,308	–	–	0.02%	178
2025 Q2	$156K	Hold	2,308	–	–	0.02%	180
2025 Q1	$177K	Hold	2,308	–	–	0.02%	163
2024 Q4	$185K	Hold	2,308	–	–	0.02%	158
2024 Q3	$254K	Sell	2,308 -826	-26%	-$79.3K	0.03%	134
2024 Q2	$250K	Hold	3,134	–	–	0.04%	134
2024 Q1	$307K	Buy	3,134 +11	+0.4%	+$1.01K	0.05%	119
2023 Q4	$306K	Hold	3,123	–	–	0.06%	114
2023 Q3	$261K	Hold	3,123	–	–	0.06%	116
2023 Q2	$293K	Hold	3,123	–	–	0.06%	110
2023 Q1	$252K	Hold	3,123	–	–	0.06%	120
2022 Q4	$235K	Hold	3,123	–	–	0.06%	120
2022 Q3	$235K	Hold	3,123	–	–	0.06%	109
2022 Q2	$327K	Sell	3,123 -4	-0.1%	-$492	0.08%	95
2022 Q1	$437K	Hold	3,127	–	–	0.09%	85
2021 Q4	$590K	Buy	3,127 +4	+0.1%	+$739	0.12%	75
2021 Q3	$547K	Hold	3,123	–	–	0.13%	73
2021 Q2	$640K	Hold	3,123	–	–	0.16%	70
2021 Q1	$624K	Hold	3,123	–	–	0.16%	69
2020 Q4	$558K	Hold	3,123	–	–	0.16%	67
2020 Q3	$507K	Hold	3,123	–	–	0.16%	66
2020 Q2	$435K	Sell	3,123 -57	-2%	-$6.88K	0.15%	68
2020 Q1	$318K	Buy	3,180 +57	+2%	+$8.14K	0.11%	80
2019 Q4	$518K	Buy	+3,123	New	+$484K	0.13%	71

Other funds holding SWK

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Center for Financial Planning's SWK Position: Q3 2026 in Review

Center for Financial Planning increased its Stanley Black & Decker (SWK) stake by 7.4% in Q3 2026, buying an estimated $16K and bringing the position to 2,478 shares worth $220K. The position accounts for 0.02% of the portfolio, ranked #174.

Center for Financial Planning first reported a position in SWK in Q4 2019 and has held it in 28 quarters since. The position peaked at $640K in Q2 2021. 271 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Center for Financial Planning held 2,478 shares of Stanley Black & Decker worth $220K as of Q3 2026.
Center for Financial Planning bought 170 Stanley Black & Decker shares in Q3 2026, an estimated $16K.
Stanley Black & Decker made up 0.02% of Center for Financial Planning's portfolio in Q3 2026, its #174 holding.
Center for Financial Planning first reported a position in Stanley Black & Decker in Q4 2019 and has held it in 28 quarters since.
Center for Financial Planning's Stanley Black & Decker position peaked at $640K in Q2 2021.
271 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.