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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
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

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

Total Wealth Planning & Management's SWK Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Stanley Black & Decker (SWK) stake by 3.8% in Q2 2026, selling an estimated $15.7K and leaving 5,100 shares worth $480K. The position accounts for 0.32% of the portfolio, ranked #105.

Total Wealth Planning & Management first reported a position in SWK in Q2 2025 and has held it in 4 quarters since. 773 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Total Wealth Planning & Management held 5,100 shares of Stanley Black & Decker worth $480K as of Q2 2026.
  • Total Wealth Planning & Management sold 200 Stanley Black & Decker shares in Q2 2026, an estimated $15.7K.
  • Stanley Black & Decker made up 0.32% of Total Wealth Planning & Management's portfolio in Q2 2026, its #105 holding.
  • Total Wealth Planning & Management first reported a position in Stanley Black & Decker in Q2 2025 and has held it in 4 quarters since.
  • 773 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.