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Planning Strategies Inc.’s Stanley Black & Decker SWK Stock Holding History

Planning Strategies Inc.’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 		$1.79K Buy
+19
New +$1.49K ﹤0.01% 619

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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Planning Strategies Inc.'s SWK Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Stanley Black & Decker (SWK) in Q2 2026: 19 shares worth $1.79K. The stake represents ﹤0.01% of the portfolio and ranks #619 among its holdings.

276 funds tracked by Wall St. Rank hold SWK as of Q2 2026.

  • Planning Strategies Inc. held 19 shares of Stanley Black & Decker worth $1.79K as of Q2 2026.
  • Stanley Black & Decker was a new Planning Strategies Inc. position in Q2 2026.
  • Stanley Black & Decker made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #619 holding.
  • 276 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.