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
Q2 		$4.18M Buy
44,411
+7,399
+20% +$580K 0.02% 362
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 $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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's SWK Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Stanley Black & Decker (SWK) stake by 20% in Q2 2026, buying an estimated $580K and bringing the position to 44,411 shares worth $4.18M. The position accounts for 0.02% of the portfolio, ranked #362.

Envestnet Portfolio Solutions first reported a position in SWK in Q3 2023 and has held it in 4 quarters since. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Envestnet Portfolio Solutions held 44,411 shares of Stanley Black & Decker worth $4.18M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 7,399 Stanley Black & Decker shares in Q2 2026, an estimated $580K.
  • Stanley Black & Decker made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #362 holding.
  • Envestnet Portfolio Solutions first reported a position in Stanley Black & Decker in Q3 2023 and has held it in 4 quarters since.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.