Principia Wealth Advisory’s Stanley Black & Decker SWK Stock Holding History

Principia Wealth Advisory’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	$1.03K	Sell	11 -1	-8%	-$78	﹤0.01%	756
2026 Q1	$853	Buy	12 +3	+33%	+$241	﹤0.01%	742
2025 Q4	$669	Hold	9	–	–	﹤0.01%	767
2025 Q3	$669	Buy	9 +2	+29%	+$147	﹤0.01%	737
2025 Q2	$474	Buy	7 +4	+133%	+$258	﹤0.01%	747
2025 Q1	$193	Hold	3	–	–	﹤0.01%	775
2024 Q4	$241	Buy	+3	New	+$278	﹤0.01%	706

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's SWK Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Stanley Black & Decker (SWK) stake by 8.3% in Q2 2026, selling an estimated $78 and leaving 11 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Principia Wealth Advisory first reported a position in SWK in Q4 2024 and has held it in 7 quarters since. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Principia Wealth Advisory held 11 shares of Stanley Black & Decker worth $1.03K as of Q2 2026.
Principia Wealth Advisory sold 1 Stanley Black & Decker share in Q2 2026, an estimated $78.
Stanley Black & Decker made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #756 holding.
Principia Wealth Advisory first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 7 quarters since.
776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.