GWP
SWK icon

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

Gen-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 		$359K Sell
3,819
-391
-9% -$30.6K 0.1% 172
2026
Q1 		$299K Buy
4,210
+50
+1% +$4.02K 0.09% 206
2025
Q4 		$309K Sell
4,160
-2,176
-34% -$153K 0.1% 212
2025
Q3 		$471K Sell
6,336
-973
-13% -$71.3K 0.16% 157
2025
Q2 		$495K Buy
7,309
+1,389
+23% +$89.6K 0.19% 139
2025
Q1 		$455K Sell
5,920
-123
-2% -$10.4K 0.19% 143
2024
Q4 		$485K Buy
6,043
+733
+14% +$68K 0.21% 138
2024
Q3 		$498K Buy
5,310
+50
+1% +$4.8K 0.22% 135
2024
Q2 		$420K Buy
5,260
+526
+11% +$46.3K 0.2% 125
2024
Q1 		$464K Buy
+4,734
New +$436K 0.23% 111

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

Gen-Wealth Partners's SWK Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Stanley Black & Decker (SWK) stake by 9.3% in Q2 2026, selling an estimated $30.6K and leaving 3,819 shares worth $359K. The position accounts for 0.1% of the portfolio, ranked #172.

Gen-Wealth Partners first reported a position in SWK in Q1 2024 and has held it in 10 quarters since. The position peaked at $498K in Q3 2024. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Gen-Wealth Partners held 3,819 shares of Stanley Black & Decker worth $359K as of Q2 2026.
  • Gen-Wealth Partners sold 391 Stanley Black & Decker shares in Q2 2026, an estimated $30.6K.
  • Stanley Black & Decker made up 0.1% of Gen-Wealth Partners's portfolio in Q2 2026, its #172 holding.
  • Gen-Wealth Partners first reported a position in Stanley Black & Decker in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Stanley Black & Decker position peaked at $498K in Q3 2024.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.