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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SWK holding history

Stanley Black & Decker, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SWK overviewAll 13F holders of SWKFull Q2 2026 holdings

Shares (Q2 2026)
84,448
Value
$7.95M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SWK by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202684,448$7.95M<0.1%+27,712+48.8%AddedHolders
Q1 202656,736$4.03M<0.1%+26,155+85.5%AddedHolders
Q4 202530,581$2.27M<0.1%+3,690+13.7%AddedHolders
Q3 202526,891$2.00M<0.1%+5,027+23.0%AddedHolders
Q2 202521,864$1.48M<0.1%−2,613−10.7%ReducedHolders
Q1 202524,477$1.88M<0.1%−1,769−6.7%ReducedHolders
Q4 202426,246$2.11M<0.1%−10,097−27.8%ReducedHolders
Q3 202436,343$4.00M<0.1%+11,085+43.9%AddedHolders
Q2 202425,258$2.02M<0.1%+2,837+12.7%AddedHolders
Q1 202422,421$2.20M<0.1%−19,303−46.3%ReducedHolders
Q4 202341,724$4.09M<0.1%+1,742+4.4%AddedHolders
Q3 202339,982$3.34M<0.1%+19,322+93.5%AddedHolders
Q2 202320,660$1.94M<0.1%−1,221−5.6%ReducedHolders
Q1 202321,881$1.76M<0.1%+2,542+13.1%AddedHolders
Q4 202219,339$1.45M<0.1%−603−3.0%ReducedHolders
Q3 202219,942$1.50M<0.1%−264−1.3%ReducedHolders
Q2 202220,206$2.12M<0.1%+711+3.6%AddedHolders
Q1 202219,495$2.73M<0.1%+130+0.7%AddedHolders
Q4 202119,365$3.65M<0.1%−343−1.7%ReducedHolders
Q3 202119,708$3.46M<0.1%+747+3.9%AddedHolders
Q2 202118,961$3.89M<0.1%−2,049−9.8%ReducedHolders
Q1 202121,010$4.20M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.