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Creative Planning SWK Position History

Stanley Black & Decker, Inc. • Industrials

Quarters held
8
Latest value
$8.5M
Q3 2026
Peak value
$8.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.9M
Q3 2025$72K
Q4 2025$2.3M
Q1 2026$4M
Q2 2026$104K
Q2 2026$7.8M
Q3 2026$46K
Q3 2026$8.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.5M95.5K——
Q3 2026$46K520——
Q2 2026$7.8M83.3K——
Q2 2026$104K1.1K——
Q1 2026$4M56.7K——
Q4 2025$2.3M30.6K——
Q3 2025$72K970——
Q3 2025$1.9M25.9K——

Other funds holding SWK

Other Creative Planning positions

ETHA

ISHARES TR

$19B
ETHA

ISHARES TR

$18.2B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15.5B
ETHA

ISHARES TR

$15B
VGES

VANGUARD BD INDEX FDS

$9.7B
VGES

VANGUARD BD INDEX FDS

$9.6B
VGES

VANGUARD BD INDEX FDS

$9.2B
Creative Planning SWK Holdings: 13F Position History | Track13F