Cornerstone Planning Group
SWK icon

Cornerstone Planning Group’s Stanley Black & Decker SWK Stock Holding History

Cornerstone Planning Group’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 		– Sell
-116
Closed -$10.4K – 1504
2026
Q2 		$10.4K Sell
116
-6
-5% -$470 ﹤0.01% 880
2026
Q1 		$9.38K Buy
122
+92
+307% +$7.39K ﹤0.01% 913
2025
Q4 		$2.38K Sell
30
-178
-86% -$12.5K ﹤0.01% 1160
2025
Q3 		$23.3K Buy
208
+165
+384% +$12.1K ﹤0.01% 532
2025
Q2 		$2.98K Buy
43
+33
+330% +$2.13K ﹤0.01% 848
2025
Q1 		$591 Sell
10
-21
-68% -$1.77K ﹤0.01% 1254
2024
Q4 		$2.8K Sell
31
-17
-35% -$1.58K ﹤0.01% 703
2024
Q3 		$4.51K Buy
48
+4
+9% +$384 ﹤0.01% 585
2024
Q2 		$4.21K Hold
44
– – ﹤0.01% 613
2024
Q1 		$3.78K Buy
44
+17
+63% +$1.57K ﹤0.01% 562
2023
Q4 		$2.65K Hold
27
– – ﹤0.01% 591
2023
Q3 		$2.26K Hold
27
– – ﹤0.01% 631
2023
Q2 		$2.53K Buy
+27
New +$2.24K ﹤0.01% 1092
2022
Q4 		$6.42K Buy
+77
New +$6.01K ﹤0.01% 783

Other funds holding SWK

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wilsey Asset Management
Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Great Hill Capital
Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cornerstone Planning Group's SWK Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Stanley Black & Decker (SWK) in Q3 2026, closing a stake of 116 shares — an estimated $10.4K sold.

Cornerstone Planning Group first reported a position in SWK in Q4 2022 and held it in 14 quarters. The position peaked at $23.3K in Q3 2025. 183 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Stanley Black & Decker position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 116 Stanley Black & Decker shares in Q3 2026, an estimated $10.4K.
  • Cornerstone Planning Group first reported a position in Stanley Black & Decker in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Stanley Black & Decker position peaked at $23.3K in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.