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

ORG 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 		– Sell
-41
Closed -$2.91K – 709
2026
Q1 		$2.91K Sell
41
-216
-84% -$17.4K ﹤0.01% 578
2025
Q4 		$19.1K Sell
257
-4
-2% -$282 ﹤0.01% 408
2025
Q3 		$19.4K Sell
261
-1,649
-86% -$121K ﹤0.01% 401
2025
Q2 		$134K Buy
1,910
+9
+0.5% +$581 0.03% 208
2025
Q1 		$145K Sell
1,901
-2,825
-60% -$238K 0.04% 216
2024
Q4 		$379K Buy
4,726
+2,462
+109% +$228K 0.12% 85
2024
Q3 		$249K Buy
+2,264
New +$217K 0.08% 109

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

ORG Wealth Partners's SWK Position: Q2 2026 in Review

ORG Wealth Partners sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 41 shares — an estimated $2.91K sold.

ORG Wealth Partners first reported a position in SWK in Q3 2024 and held it in 7 quarters. The position peaked at $379K in Q4 2024. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • ORG Wealth Partners reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 41 Stanley Black & Decker shares in Q2 2026, an estimated $2.91K.
  • ORG Wealth Partners first reported a position in Stanley Black & Decker in Q3 2024 and held it in 7 quarters.
  • ORG Wealth Partners's Stanley Black & Decker position peaked at $379K in Q4 2024.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.