Elevation Wealth Partners
SWK icon

Elevation Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

Elevation Wealth Partners’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 		$49.3K Buy
556
+429
+338% +$40.3K 0.01% 395
2026
Q2 		$12K Sell
127
-7
-5% -$548 ﹤0.01% 755
2026
Q1 		$9.5K Buy
+134
New +$10.8K ﹤0.01% 522
2024
Q1 		– Sell
-52
Closed -$4.35K – 505
2023
Q4 		$4.35K Buy
+52
New +$4.58K ﹤0.01% 376

Other funds holding SWK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Elevation Wealth Partners's SWK Position: Q3 2026 in Review

Elevation Wealth Partners increased its Stanley Black & Decker (SWK) stake by 338% in Q3 2026, buying an estimated $40.3K and bringing the position to 556 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #395.

Elevation Wealth Partners first reported a position in SWK in Q4 2023 and has held it in 4 quarters since. 379 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Elevation Wealth Partners held 556 shares of Stanley Black & Decker worth $49.3K as of Q3 2026.
  • Elevation Wealth Partners bought 429 Stanley Black & Decker shares in Q3 2026, an estimated $40.3K.
  • Stanley Black & Decker made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #395 holding.
  • Elevation Wealth Partners first reported a position in Stanley Black & Decker in Q4 2023 and has held it in 4 quarters since.
  • 379 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.