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Private Wealth Management Group’s Stanley Black & Decker SWK Stock Holding History

Private Wealth Management Group’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 		$15.5K Hold
165
– – ﹤0.01% 454
2026
Q1 		$11.7K Hold
165
– – ﹤0.01% 482
2025
Q4 		$12.3K Sell
165
-47
-22% -$3.31K ﹤0.01% 454
2025
Q3 		$15.8K Buy
212
+10
+5% +$733 ﹤0.01% 396
2025
Q2 		$13.7K Buy
202
+130
+181% +$8.39K ﹤0.01% 402
2025
Q1 		$5.54K Hold
72
– – ﹤0.01% 681
2024
Q4 		$5.78K Sell
72
-20
-22% -$1.85K ﹤0.01% 684
2024
Q3 		$10.1K Buy
92
+50
+119% +$4.8K ﹤0.01% 456
2024
Q2 		$3.36K Sell
42
-59
-58% -$5.2K ﹤0.01% 871
2024
Q1 		$9.89K Buy
101
+7
+7% +$645 ﹤0.01% 409
2023
Q4 		$9.22K Buy
+94
New +$8.28K ﹤0.01% 426

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

Private Wealth Management Group's SWK Position: Q2 2026 in Review

Private Wealth Management Group held its Stanley Black & Decker (SWK) position steady in Q2 2026 at 165 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Private Wealth Management Group first reported a position in SWK in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.8K in Q3 2025. 769 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Private Wealth Management Group held 165 shares of Stanley Black & Decker worth $15.5K as of Q2 2026.
  • Private Wealth Management Group left its Stanley Black & Decker share count unchanged in Q2 2026.
  • Stanley Black & Decker made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #454 holding.
  • Private Wealth Management Group first reported a position in Stanley Black & Decker in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Stanley Black & Decker position peaked at $15.8K in Q3 2025.
  • 769 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.