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

Principle 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 		$561K Hold
5,964
– – 0.03% 235
2026
Q1 		$424K Sell
5,964
-25
-0.4% -$2.01K 0.02% 266
2025
Q4 		$445K Hold
5,989
– – 0.03% 255
2025
Q3 		$445K Sell
5,989
-374
-6% -$27.4K 0.03% 251
2025
Q2 		$431K Sell
6,363
-716
-10% -$46.2K 0.03% 245
2025
Q1 		$544K Sell
7,079
-435
-6% -$36.7K 0.04% 216
2024
Q4 		$603K Buy
7,514
+1,072
+17% +$99.4K 0.04% 203
2024
Q3 		$709K Buy
6,442
+2
+0% +$192 0.05% 188
2024
Q2 		$515K Buy
6,440
+69
+1% +$6.08K 0.04% 215
2024
Q1 		$624K Buy
6,371
+182
+3% +$16.8K 0.05% 200
2023
Q4 		$607K Hold
6,189
– – 0.05% 194
2023
Q3 		$517K Sell
6,189
-420
-6% -$38.9K 0.05% 197
2023
Q2 		$619K Buy
6,609
+2,930
+80% +$243K 0.06% 177
2023
Q1 		$296K Sell
3,679
-250
-6% -$21.1K 0.03% 255
2022
Q4 		$295K Buy
3,929
+850
+28% +$66.3K 0.03% 250
2022
Q3 		$232K Sell
3,079
-300
-9% -$28.9K 0.02% 267
2022
Q2 		$354K Sell
3,379
-412
-11% -$50.7K 0.04% 229
2022
Q1 		$530K Buy
3,791
+301
+9% +$49.7K 0.06% 198
2021
Q4 		$658K Sell
3,490
-301
-8% -$55.6K 0.07% 178
2021
Q3 		$665K Buy
3,791
+278
+8% +$54.2K 0.08% 170
2021
Q2 		$720K Buy
3,513
+32
+0.9% +$6.63K 0.08% 158
2021
Q1 		$695K Hold
3,481
– – 0.08% 156
2020
Q4 		$622K Buy
+3,481
New +$617K 0.08% 159
2020
Q3 		– Sell
-963
Closed -$134K – 395
2020
Q2 		$134K Buy
+963
New +$116K 0.04% 183

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

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

Principle Wealth Partners held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 5,964 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #235.

Principle Wealth Partners first reported a position in SWK in Q2 2020 and has held it in 24 quarters since. The position peaked at $720K in Q2 2021. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Principle Wealth Partners held 5,964 shares of Stanley Black & Decker worth $561K as of Q2 2026.
  • Principle Wealth Partners left its Stanley Black & Decker share count unchanged in Q2 2026.
  • Stanley Black & Decker made up 0.03% of Principle Wealth Partners's portfolio in Q2 2026, its #235 holding.
  • Principle Wealth Partners first reported a position in Stanley Black & Decker in Q2 2020 and has held it in 24 quarters since.
  • Principle Wealth Partners's Stanley Black & Decker position peaked at $720K in Q2 2021.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.