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Plante Moran Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

Plante Moran Financial Advisors’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 		$18.1K Hold
255
– – ﹤0.01% 441
2025
Q4 		$18.9K Hold
255
– – ﹤0.01% 454
2025
Q3 		$19K Hold
255
– – ﹤0.01% 470
2025
Q2 		$17.3K Hold
255
– – ﹤0.01% 495
2025
Q1 		$19.6K Hold
255
– – ﹤0.01% 487
2024
Q4 		$20.5K Hold
255
– – ﹤0.01% 484
2024
Q3 		$28.1K Hold
255
– – ﹤0.01% 473
2024
Q2 		$20.4K Hold
255
– – ﹤0.01% 476
2024
Q1 		$25K Hold
255
– – ﹤0.01% 465
2023
Q4 		$25K Sell
255
-225
-47% -$19.8K ﹤0.01% 420
2023
Q3 		$40.1K Buy
480
+225
+88% +$20.8K ﹤0.01% 318
2023
Q2 		$23.9K Hold
255
– – ﹤0.01% 408
2023
Q1 		$20.5K Hold
255
– – ﹤0.01% 435
2022
Q4 		$19.2K Hold
255
– – ﹤0.01% 472
2022
Q3 		$19K Hold
255
– – ﹤0.01% 478
2022
Q2 		$27K Hold
255
– – ﹤0.01% 409
2022
Q1 		$36K Sell
255
-34
-12% -$5.62K 0.01% 383
2021
Q4 		$55K Buy
289
+34
+13% +$6.28K 0.01% 347
2021
Q3 		$45K Sell
255
-5
-2% -$975 0.01% 406
2021
Q2 		$53K Sell
260
-67
-20% -$13.9K 0.01% 360
2021
Q1 		$65K Buy
327
+67
+26% +$12.1K 0.02% 308
2020
Q4 		$46K Buy
260
+5
+2% +$887 0.01% 372
2020
Q3 		$41K Hold
255
– – 0.01% 353
2020
Q2 		$36K Sell
255
-12
-4% -$1.45K 0.01% 342
2020
Q1 		$27K Buy
267
+229
+603% +$32.7K 0.01% 344
2019
Q4 		$6K Buy
+38
New +$5.88K ﹤0.01% 599
2016
Q3 		– Sell
-147
Closed -$16K – 985
2016
Q2 		$16K Buy
+147
New +$16.3K 0.01% 466
2014
Q3 		– Sell
-33
Closed -$3K – 848
2014
Q2 		$3K Hold
33
– – ﹤0.01% 733
2014
Q1 		$3K Hold
33
– – ﹤0.01% 536
2013
Q4 		$3K Hold
33
– – ﹤0.01% 597
2013
Q3 		$3K Hold
33
– – ﹤0.01% 524
2013
Q2 		$3K Buy
+33
New +$2.59K ﹤0.01% 504

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

Plante Moran Financial Advisors's SWK Position: Q1 2026 in Review

Plante Moran Financial Advisors held its Stanley Black & Decker (SWK) position steady in Q1 2026 at 255 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Plante Moran Financial Advisors first reported a position in SWK in Q2 2013 and has held it in 32 quarters since. The position peaked at $65K in Q1 2021. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Plante Moran Financial Advisors held 255 shares of Stanley Black & Decker worth $18.1K as of Q1 2026.
  • Plante Moran Financial Advisors left its Stanley Black & Decker share count unchanged in Q1 2026.
  • Stanley Black & Decker made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #441 holding.
  • Plante Moran Financial Advisors first reported a position in Stanley Black & Decker in Q2 2013 and has held it in 32 quarters since.
  • Plante Moran Financial Advisors's Stanley Black & Decker position peaked at $65K in Q1 2021.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.