PWA
SWK icon

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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's SWK Position: Q4 2025 in Review

Principia Wealth Advisory held its Stanley Black & Decker (SWK) position steady in Q4 2025 at 9 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Principia Wealth Advisory first reported a position in SWK in Q4 2024 and has held it in 5 quarters since. 716 funds tracked by Wall St. Rank hold SWK as of Q4 2025.

  • Principia Wealth Advisory held 9 shares of Stanley Black & Decker worth $669 as of Q4 2025.
  • Principia Wealth Advisory left its Stanley Black & Decker share count unchanged in Q4 2025.
  • Stanley Black & Decker made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #767 holding.
  • Principia Wealth Advisory first reported a position in Stanley Black & Decker in Q4 2024 and has held it in 5 quarters since.
  • 716 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.