Sound Financial Strategies Group’s Stanley Black & Decker SWK Stock Holding History

Sound Financial Strategies Group’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	$338K	Buy	3,595 +347	+11%	+$27.2K	0.21%	74
2026 Q1	$231K	Buy	+3,248	New	+$261K	0.16%	107
2025 Q2	–	Sell	-6,209	Closed	-$477K	–	100
2025 Q1	$477K	Sell	6,209 -3,028	-33%	-$255K	0.43%	84
2024 Q4	$742K	Buy	9,237 +1,139	+14%	+$106K	0.62%	57
2024 Q3	$892K	Buy	8,098 +138	+2%	+$13.2K	0.72%	16
2024 Q2	$636K	Buy	+7,960	New	+$701K	0.55%	56
2022 Q1	–	Sell	-2,961	Closed	-$559K	–	103
2021 Q4	$559K	Sell	2,961 -48	-2%	-$8.86K	0.28%	71
2021 Q3	$528K	Buy	3,009 +31	+1%	+$6.04K	0.27%	70
2021 Q2	$610K	Sell	2,978 -331	-10%	-$68.6K	0.3%	67
2021 Q1	$661K	Sell	3,309 -215	-6%	-$39K	0.34%	23
2020 Q4	$629K	Buy	+3,524	New	+$625K	0.34%	40

Other funds holding SWK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sound Financial Strategies Group's SWK Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Stanley Black & Decker (SWK) stake by 11% in Q2 2026, buying an estimated $27.2K and bringing the position to 3,595 shares worth $338K. The position accounts for 0.21% of the portfolio, ranked #74.

Sound Financial Strategies Group first reported a position in SWK in Q4 2020 and has held it in 11 quarters since. The position peaked at $892K in Q3 2024. 776 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

Sound Financial Strategies Group held 3,595 shares of Stanley Black & Decker worth $338K as of Q2 2026.
Sound Financial Strategies Group bought 347 Stanley Black & Decker shares in Q2 2026, an estimated $27.2K.
Stanley Black & Decker made up 0.21% of Sound Financial Strategies Group's portfolio in Q2 2026, its #74 holding.
Sound Financial Strategies Group first reported a position in Stanley Black & Decker in Q4 2020 and has held it in 11 quarters since.
Sound Financial Strategies Group's Stanley Black & Decker position peaked at $892K in Q3 2024.
776 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.