Root Financial Partners
SWK icon

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
Q3 		$52K Buy
+587
New +$55.1K ﹤0.01% 1064
2026
Q2 		– Sell
-520
Closed -$37K – 2851
2026
Q1 		$37K Buy
520
+119
+30% +$9.6K ﹤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 $704B AUM 26.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Root Financial Partners's SWK Position: Q3 2026 in Review

Root Financial Partners opened a new position in Stanley Black & Decker (SWK) in Q3 2026: 587 shares worth $52K. The stake represents ﹤0.01% of the portfolio and ranks #1064 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SWK as recently as Q1 2026.

Root Financial Partners first reported a position in SWK in Q3 2025 and has held it in 4 quarters since. 675 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • Root Financial Partners held 587 shares of Stanley Black & Decker worth $52K as of Q3 2026.
  • Stanley Black & Decker was a new Root Financial Partners position in Q3 2026.
  • Stanley Black & Decker made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1064 holding.
  • Root Financial Partners first reported a position in Stanley Black & Decker in Q3 2025 and has held it in 4 quarters since.
  • 675 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.