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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
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% +$82.3K 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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return

True Wealth Design's SWK Position: Q2 2026 in Review

True Wealth Design increased its Stanley Black & Decker (SWK) stake by 119% in Q2 2026, buying an estimated $33.9K and bringing the position to 798 shares worth $75.1K. The position accounts for 0.02% of the portfolio, ranked #345.

True Wealth Design first reported a position in SWK in Q4 2022 and has held it in 15 quarters since. The position peaked at $75.7K in Q4 2024. 126 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • True Wealth Design held 798 shares of Stanley Black & Decker worth $75.1K as of Q2 2026.
  • True Wealth Design bought 433 Stanley Black & Decker shares in Q2 2026, an estimated $33.9K.
  • Stanley Black & Decker made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #345 holding.
  • True Wealth Design first reported a position in Stanley Black & Decker in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Stanley Black & Decker position peaked at $75.7K in Q4 2024.
  • 126 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.