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Root Financial Partners’s Stanley Black & Decker SWK Stock Holding History

Root Financial 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 		– Sell
-520
Closed -$37K – 2851
2026
Q1 		$37K Buy
520
+119
+30% +$9.56K ﹤0.01% 1013
2025
Q4 		$29.8K Buy
401
+100
+33% +$7.04K ﹤0.01% 954
2025
Q3 		$22.4K Buy
+301
New +$22.1K ﹤0.01% 1060

Other funds holding SWK

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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

Root Financial Partners's SWK Position: Q2 2026 in Review

Root Financial Partners sold out of Stanley Black & Decker (SWK) in Q2 2026, closing a stake of 520 shares — an estimated $37K sold.

Root Financial Partners first reported a position in SWK in Q3 2025 and held it in 3 quarters. The position peaked at $37K in Q1 2026. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Root Financial Partners reported no remaining Stanley Black & Decker position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 520 Stanley Black & Decker shares in Q2 2026, an estimated $37K.
  • Root Financial Partners first reported a position in Stanley Black & Decker in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Stanley Black & Decker position peaked at $37K in Q1 2026.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.