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

Total Wealth Planning & 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 Q3	$452K	Hold	5,100	–	–	0.34%	100
2026 Q2	$480K	Sell	5,100 -200	-4%	-$15.7K	0.32%	105
2026 Q1	$377K	Buy	5,300 +200	+4%	+$16.1K	0.28%	122
2025 Q4	$379K	Buy	+5,100	New	+$359K	0.28%	114
2025 Q2	$312K	Buy	+4,600	New	+$297K	0.25%	159

Other funds holding SWK

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wilsey Asset Management San Diego, California $681M AUM 1.1% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Great Hill Capital New York $1.56B AUM 6.62% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Total Wealth Planning & Management's SWK Position: Q3 2026 in Review

Total Wealth Planning & Management held its Stanley Black & Decker (SWK) position steady in Q3 2026 at 5,100 shares worth $452K. The position accounts for 0.34% of the portfolio, ranked #100.

Total Wealth Planning & Management first reported a position in SWK in Q2 2025 and has held it in 5 quarters since. The position peaked at $480K in Q2 2026. 183 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

Total Wealth Planning & Management held 5,100 shares of Stanley Black & Decker worth $452K as of Q3 2026.
Total Wealth Planning & Management left its Stanley Black & Decker share count unchanged in Q3 2026.
Stanley Black & Decker made up 0.34% of Total Wealth Planning & Management's portfolio in Q3 2026, its #100 holding.
Total Wealth Planning & Management first reported a position in Stanley Black & Decker in Q2 2025 and has held it in 5 quarters since.
Total Wealth Planning & Management's Stanley Black & Decker position peaked at $480K in Q2 2026.
183 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on Total Wealth Planning & Management's 13F filing for Q3 2026, filed 23 Oct 2026.