CWS
SWK icon

Confluence Wealth Services’s Stanley Black & Decker SWK Stock Holding History

Confluence Wealth Services’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 		$827K Buy
+8,783
New +$688K 0.02% 259
2022
Q2 		– Sell
-2,021
Closed -$282K – 284
2022
Q1 		$282K Sell
2,021
-3,347
-62% -$553K 0.1% 198
2021
Q4 		$1.01M Buy
+5,368
New +$991K 0.33% 75

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 $3.38T AUM 44.17% 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

Confluence Wealth Services's SWK Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 8,783 shares worth $827K. The stake represents 0.02% of the portfolio and ranks #259 among its holdings. This is a return to the name: Confluence Wealth Services previously reported a position in SWK as recently as Q1 2022.

Confluence Wealth Services first reported a position in SWK in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2021. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Confluence Wealth Services held 8,783 shares of Stanley Black & Decker worth $827K as of Q2 2026.
  • Stanley Black & Decker was a new Confluence Wealth Services position in Q2 2026.
  • Stanley Black & Decker made up 0.02% of Confluence Wealth Services's portfolio in Q2 2026, its #259 holding.
  • Confluence Wealth Services first reported a position in Stanley Black & Decker in Q4 2021 and has held it in 3 quarters since.
  • Confluence Wealth Services's Stanley Black & Decker position peaked at $1.01M in Q4 2021.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.