COMPASS FINANCIAL MANAGEMENT LLC’s Stanley Black & Decker SWK Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$30.9K	Buy	+302	New	+$23.7K	﹤0.01%	791

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SWK Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 302 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings.

625 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 302 shares of Stanley Black & Decker worth $30.9K as of Q2 2026.
Stanley Black & Decker was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Stanley Black & Decker made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #791 holding.
625 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.