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HB Wealth Management’s Stanley Black & Decker SWK Stock Holding History

HB Wealth Management’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 		$797K Buy
8,465
+969
+13% +$75.9K ﹤0.01% 851
2026
Q1 		$533K Buy
7,496
+1,588
+27% +$128K ﹤0.01% 951
2025
Q4 		$439K Buy
5,908
+693
+13% +$48.8K ﹤0.01% 961
2025
Q3 		$388K Buy
5,215
+23
+0.4% +$1.69K ﹤0.01% 960
2025
Q2 		$352K Sell
5,192
-658
-11% -$42.5K ﹤0.01% 880
2025
Q1 		$450K Buy
5,850
+799
+16% +$67.3K ﹤0.01% 799
2024
Q4 		$406K Sell
5,051
-117
-2% -$10.8K ﹤0.01% 694
2024
Q3 		$569K Buy
5,168
+603
+13% +$57.9K 0.01% 547
2024
Q2 		$365K Buy
4,565
+50
+1% +$4.4K ﹤0.01% 640
2024
Q1 		$442K Buy
4,515
+1,824
+68% +$168K 0.01% 544
2023
Q4 		$264K Buy
2,691
+94
+4% +$8.28K ﹤0.01% 655
2023
Q3 		$217K Buy
+2,597
New +$241K ﹤0.01% 680

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

HB Wealth Management's SWK Position: Q2 2026 in Review

HB Wealth Management increased its Stanley Black & Decker (SWK) stake by 13% in Q2 2026, buying an estimated $75.9K and bringing the position to 8,465 shares worth $797K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

HB Wealth Management first reported a position in SWK in Q3 2023 and has held it in 12 quarters since. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • HB Wealth Management held 8,465 shares of Stanley Black & Decker worth $797K as of Q2 2026.
  • HB Wealth Management bought 969 Stanley Black & Decker shares in Q2 2026, an estimated $75.9K.
  • Stanley Black & Decker made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #851 holding.
  • HB Wealth Management first reported a position in Stanley Black & Decker in Q3 2023 and has held it in 12 quarters since.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.