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Simplicity Wealth’s Stanley Black & Decker SWK Stock Holding History

Simplicity Wealth’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 		$278K Buy
+2,952
New +$231K 0.01% 865
2024
Q2 		– Sell
-2,280
Closed -$223K – 1298
2024
Q1 		$223K Buy
+2,280
New +$210K 0.01% 1020
2022
Q2 		– Sell
-1,662
Closed -$232K – 63
2022
Q1 		$232K Buy
+1,662
New +$274K 0.23% 62

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

Simplicity Wealth's SWK Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 2,952 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SWK as recently as Q1 2024.

Simplicity Wealth first reported a position in SWK in Q1 2022 and has held it in 3 quarters since. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Simplicity Wealth held 2,952 shares of Stanley Black & Decker worth $278K as of Q2 2026.
  • Stanley Black & Decker was a new Simplicity Wealth position in Q2 2026.
  • Stanley Black & Decker made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #865 holding.
  • Simplicity Wealth first reported a position in Stanley Black & Decker in Q1 2022 and has held it in 3 quarters since.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.