AWA
SWK icon

Acorn Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Acorn Wealth Advisors’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
2024
Q4 		– Sell
-1,963
Closed -$216K – 244
2024
Q3 		$216K Buy
+1,963
New +$188K 0.09% 212
2018
Q3 		– Sell
-95
Closed -$13K – 399
2018
Q2 		$13K Hold
95
– – 0.01% 475
2018
Q1 		$14K Hold
95
– – 0.01% 452
2017
Q4 		$16K Buy
+95
New +$15.5K 0.01% 413

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acorn Wealth Advisors's SWK Position: Q4 2024 in Review

Acorn Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 1,963 shares — an estimated $216K sold.

Acorn Wealth Advisors first reported a position in SWK in Q4 2017 and held it in 4 quarters. The position peaked at $216K in Q3 2024. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Acorn Wealth Advisors reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,963 Stanley Black & Decker shares in Q4 2024, an estimated $216K.
  • Acorn Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2017 and held it in 4 quarters.
  • Acorn Wealth Advisors's Stanley Black & Decker position peaked at $216K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Acorn Wealth Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.