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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
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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ORG Wealth Partners's SWK Position: Q1 2026 in Review

ORG Wealth Partners reduced its Stanley Black & Decker (SWK) stake by 84% in Q1 2026, selling an estimated $17.4K and leaving 41 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

ORG Wealth Partners first reported a position in SWK in Q3 2024 and has held it in 7 quarters since. The position peaked at $379K in Q4 2024. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • ORG Wealth Partners held 41 shares of Stanley Black & Decker worth $2.91K as of Q1 2026.
  • ORG Wealth Partners sold 216 Stanley Black & Decker shares in Q1 2026, an estimated $17.4K.
  • Stanley Black & Decker made up ﹤0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #578 holding.
  • ORG Wealth Partners first reported a position in Stanley Black & Decker in Q3 2024 and has held it in 7 quarters since.
  • ORG Wealth Partners's Stanley Black & Decker position peaked at $379K in Q4 2024.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.