True Wealth Design
SWK icon

True Wealth Design’s Stanley Black & Decker SWK Stock Holding History

True Wealth Design’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 		$86.5K Buy
976
+178
+22% +$16.7K 0.02% 326
2026
Q2 		$75.1K Buy
798
+433
+119% +$33.9K 0.02% 345
2026
Q1 		$25.9K Buy
365
+241
+194% +$19.4K 0.01% 611
2025
Q4 		$9.21K Buy
124
+111
+854% +$7.82K ﹤0.01% 893
2025
Q3 		$967 Sell
13
-8
-38% -$587 ﹤0.01% 1761
2025
Q2 		$1.42K Sell
21
-788
-97% -$50.9K ﹤0.01% 1319
2025
Q1 		$62.2K Sell
809
-134
-14% -$11.3K 0.02% 157
2024
Q4 		$75.7K Buy
943
+888
+1,615% +$82.4K 0.03% 97
2024
Q3 		$6.06K Buy
55
+46
+511% +$4.42K ﹤0.01% 521
2024
Q2 		$720 Buy
9
+3
+50% +$264 ﹤0.01% 586
2024
Q1 		$588 Buy
6
+2
+50% +$184 ﹤0.01% 594
2023
Q4 		$393 Buy
4
+2
+100% +$176 ﹤0.01% 537
2023
Q3 		$168 Hold
2
– – ﹤0.01% 669
2023
Q2 		$188 Hold
2
– – ﹤0.01% 661
2023
Q1 		$162 Hold
2
– – ﹤0.01% 759
2022
Q4 		$150 Buy
+2
New +$156 ﹤0.01% 703

Other funds holding SWK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

True Wealth Design's SWK Position: Q3 2026 in Review

True Wealth Design increased its Stanley Black & Decker (SWK) stake by 22% in Q3 2026, buying an estimated $16.7K and bringing the position to 976 shares worth $86.5K. The position accounts for 0.02% of the portfolio, ranked #326.

True Wealth Design first reported a position in SWK in Q4 2022 and has held it in 16 quarters since. 494 funds tracked by Wall St. Rank hold SWK as of Q3 2026.

  • True Wealth Design held 976 shares of Stanley Black & Decker worth $86.5K as of Q3 2026.
  • True Wealth Design bought 178 Stanley Black & Decker shares in Q3 2026, an estimated $16.7K.
  • Stanley Black & Decker made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #326 holding.
  • True Wealth Design first reported a position in Stanley Black & Decker in Q4 2022 and has held it in 16 quarters since.
  • 494 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.