Essential Partners’s Stanley Black & Decker SWK Stock Holding History

Essential 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	$92.6K	Buy	1,045 +26	+3%	+$2.44K	0.04%	441
2026 Q2	$95.9K	Buy	1,019 +87	+9%	+$6.82K	0.04%	430
2026 Q1	$66.2K	Buy	932 +611	+190%	+$49.1K	0.02%	530
2025 Q4	$23.8K	Buy	321 +316	+6,320%	+$22.3K	0.01%	844
2025 Q3	$372	Hold	5	–	–	﹤0.01%	2276
2025 Q2	$339	Buy	+5	New	+$323	﹤0.01%	1808

Other funds holding SWK

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Essential Partners's SWK Position: Q3 2026 in Review

Essential Partners increased its Stanley Black & Decker (SWK) stake by 2.6% in Q3 2026, buying an estimated $2.44K and bringing the position to 1,045 shares worth $92.6K. The position accounts for 0.04% of the portfolio, ranked #441.

Essential Partners first reported a position in SWK in Q2 2025 and has held it in 6 quarters since. The position peaked at $95.9K in Q2 2026. 105 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Essential Partners held 1,045 shares of Stanley Black & Decker worth $92.6K as of Q3 2026.
Essential Partners bought 26 Stanley Black & Decker shares in Q3 2026, an estimated $2.44K.
Stanley Black & Decker made up 0.04% of Essential Partners's portfolio in Q3 2026, its #441 holding.
Essential Partners first reported a position in Stanley Black & Decker in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Stanley Black & Decker position peaked at $95.9K in Q2 2026.
105 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.