Congress Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Congress Wealth Management’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
2025 Q2	$249K	Buy	+3,674	New	+$237K	﹤0.01%	1108

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's SWK Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Stanley Black & Decker (SWK) in Q2 2025: 3,674 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #1108 among its holdings.

705 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

Congress Wealth Management held 3,674 shares of Stanley Black & Decker worth $249K as of Q2 2025.
Stanley Black & Decker was a new Congress Wealth Management position in Q2 2025.
Stanley Black & Decker made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1108 holding.
705 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.