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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
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

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Root Financial Partners's SWK Position: Q1 2026 in Review

Root Financial Partners increased its Stanley Black & Decker (SWK) stake by 30% in Q1 2026, buying an estimated $9.56K and bringing the position to 520 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Root Financial Partners first reported a position in SWK in Q3 2025 and has held it in 3 quarters since. 717 funds tracked by Wall St. Rank hold SWK as of Q1 2026.

  • Root Financial Partners held 520 shares of Stanley Black & Decker worth $37K as of Q1 2026.
  • Root Financial Partners bought 119 Stanley Black & Decker shares in Q1 2026, an estimated $9.56K.
  • Stanley Black & Decker made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1013 holding.
  • Root Financial Partners first reported a position in Stanley Black & Decker in Q3 2025 and has held it in 3 quarters since.
  • 717 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.