Envestnet Portfolio Solutions
SWK icon

Envestnet Portfolio Solutions’s Stanley Black & Decker SWK Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$2.63M Buy
+37,012
New +$2.97M 0.01% 398
2024
Q4 		– Sell
-2,475
Closed -$273K – 1795
2024
Q3 		$273K Buy
+2,475
New +$238K ﹤0.01% 1498
2023
Q4 		– Sell
-3,145
Closed -$263K – 1600
2023
Q3 		$263K Buy
+3,145
New +$291K ﹤0.01% 1294

Other funds holding SWK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Portfolio Solutions's SWK Position: Q1 2026 in Review

Envestnet Portfolio Solutions opened a new position in Stanley Black & Decker (SWK) in Q1 2026: 37,012 shares worth $2.63M. The stake represents 0.01% of the portfolio and ranks #398 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in SWK as recently as Q3 2024.

Envestnet Portfolio Solutions first reported a position in SWK in Q3 2023 and has held it in 3 quarters since. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Envestnet Portfolio Solutions held 37,012 shares of Stanley Black & Decker worth $2.63M as of Q1 2026.
  • Stanley Black & Decker was a new Envestnet Portfolio Solutions position in Q1 2026.
  • Stanley Black & Decker made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #398 holding.
  • Envestnet Portfolio Solutions first reported a position in Stanley Black & Decker in Q3 2023 and has held it in 3 quarters since.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.