SWM
SWK icon

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

SHP Wealth Management’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 		$4.82K Buy
51
+19
+59% +$1.49K ﹤0.01% 1173
2026
Q1 		$2.28K Buy
32
+3
+10% +$241 ﹤0.01% 1254
2025
Q4 		$2.16K Buy
+29
New +$2.04K ﹤0.01% 1117

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 $3.38T AUM 44.17% 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

SHP Wealth Management's SWK Position: Q2 2026 in Review

SHP Wealth Management increased its Stanley Black & Decker (SWK) stake by 59% in Q2 2026, buying an estimated $1.49K and bringing the position to 51 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

SHP Wealth Management first reported a position in SWK in Q4 2025 and has held it in 3 quarters since. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • SHP Wealth Management held 51 shares of Stanley Black & Decker worth $4.82K as of Q2 2026.
  • SHP Wealth Management bought 19 Stanley Black & Decker shares in Q2 2026, an estimated $1.49K.
  • Stanley Black & Decker made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1173 holding.
  • SHP Wealth Management first reported a position in Stanley Black & Decker in Q4 2025 and has held it in 3 quarters since.
  • 776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.