EWP
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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
Q2 		$12K Sell
127
-7
-5% -$548 ﹤0.01% 755
2026
Q1 		$9.52K 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

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 $3.37T AUM 44.26% 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

Elevation Wealth Partners's SWK Position: Q2 2026 in Review

Elevation Wealth Partners reduced its Stanley Black & Decker (SWK) stake by 5.2% in Q2 2026, selling an estimated $548 and leaving 127 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Elevation Wealth Partners first reported a position in SWK in Q4 2023 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Elevation Wealth Partners held 127 shares of Stanley Black & Decker worth $12K as of Q2 2026.
  • Elevation Wealth Partners sold 7 Stanley Black & Decker shares in Q2 2026, an estimated $548.
  • Stanley Black & Decker made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #755 holding.
  • Elevation Wealth Partners first reported a position in Stanley Black & Decker in Q4 2023 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.