AllSquare Wealth Management’s Stanley Black & Decker SWK Stock Holding History

AllSquare Wealth Management’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
2025 Q3	$7.43K	Hold	100	–	–	﹤0.01%	407
2025 Q2	$6.78K	Hold	100	–	–	﹤0.01%	409
2025 Q1	$7.69K	Hold	100	–	–	﹤0.01%	401
2024 Q4	$8.03K	Hold	100	–	–	﹤0.01%	400
2024 Q3	$11K	Hold	100	–	–	0.01%	372
2024 Q2	$7.99K	Hold	100	–	–	﹤0.01%	394
2024 Q1	$9.79K	Hold	100	–	–	0.01%	376
2023 Q4	$9.81K	Hold	100	–	–	0.01%	371
2023 Q3	$8.36K	Hold	100	–	–	0.01%	384
2023 Q2	$7.75K	Hold	100	–	–	0.01%	407
2023 Q1	$8.06K	Hold	100	–	–	0.01%	394
2022 Q4	$7.51K	Hold	100	–	–	0.01%	387
2022 Q3	$8K	Hold	100	–	–	0.01%	385
2022 Q2	$10K	Hold	100	–	–	0.01%	372
2022 Q1	$14K	Hold	100	–	–	0.01%	348
2021 Q4	$19K	Hold	100	–	–	0.01%	325
2021 Q3	$18K	Hold	100	–	–	0.01%	320
2021 Q2	$20K	Hold	100	–	–	0.01%	320
2021 Q1	$20K	Hold	100	–	–	0.01%	311
2020 Q4	$18K	Hold	100	–	–	0.01%	289
2020 Q3	$16K	Hold	100	–	–	0.01%	288
2020 Q2	$14K	Hold	100	–	–	0.01%	299
2020 Q1	$10K	Hold	100	–	–	0.01%	308
2019 Q4	$17K	Hold	100	–	–	0.01%	279
2019 Q3	$14K	Hold	100	–	–	0.01%	300
2019 Q2	$14K	Hold	100	–	–	0.01%	305
2019 Q1	$14K	Hold	100	–	–	0.01%	300
2018 Q4	$12K	Hold	100	–	–	0.01%	295
2018 Q3	$15K	Hold	100	–	–	0.01%	299
2018 Q2	$13K	Sell	100 -205	-67%	-$29.5K	0.01%	310
2018 Q1	$47K	Buy	305 +100	+49%	+$16.2K	0.04%	151
2017 Q4	$35K	Sell	205 -10	-5%	-$1.64K	0.03%	175
2017 Q3	$32K	Buy	+215	New	+$30.9K	0.03%	179
2017 Q2	–	Sell	-233	Closed	-$31K	–	339
2017 Q1	$31K	Buy	+233	New	+$29.2K	0.03%	169

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllSquare Wealth Management's SWK Position: Q3 2025 in Review

AllSquare Wealth Management held its Stanley Black & Decker (SWK) position steady in Q3 2025 at 100 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

AllSquare Wealth Management first reported a position in SWK in Q1 2017 and has held it in 34 quarters since. The position peaked at $47K in Q1 2018. 699 funds tracked by Wall St. Rank hold SWK as of Q3 2025.

AllSquare Wealth Management held 100 shares of Stanley Black & Decker worth $7.43K as of Q3 2025.
AllSquare Wealth Management left its Stanley Black & Decker share count unchanged in Q3 2025.
Stanley Black & Decker made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #407 holding.
AllSquare Wealth Management first reported a position in Stanley Black & Decker in Q1 2017 and has held it in 34 quarters since.
AllSquare Wealth Management's Stanley Black & Decker position peaked at $47K in Q1 2018.
699 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.