AFG
SWK icon

Atomi Financial Group’s Stanley Black & Decker SWK Stock Holding History

Atomi Financial Group’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
Q2 		– Sell
-3,120
Closed -$240K – 1168
2025
Q1 		$240K Buy
+3,120
New +$263K 0.01% 885
2024
Q4 		– Sell
-3,792
Closed -$418K – 1027
2024
Q3 		$418K Buy
3,792
+1,180
+45% +$113K 0.03% 528
2024
Q2 		$209K Sell
2,612
-23
-0.9% -$2.02K 0.02% 722
2024
Q1 		$258K Sell
2,635
-163
-6% -$15K 0.02% 583
2023
Q4 		$274K Buy
+2,798
New +$246K 0.04% 444
2023
Q3 		– Sell
-2,282
Closed -$214K – 375
2023
Q2 		$214K Buy
+2,282
New +$189K 0.1% 239

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atomi Financial Group's SWK Position: Q2 2025 in Review

Atomi Financial Group sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 3,120 shares — an estimated $240K sold.

Atomi Financial Group first reported a position in SWK in Q2 2023 and held it in 6 quarters. The position peaked at $418K in Q3 2024. 704 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

  • Atomi Financial Group reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
  • Atomi Financial Group sold 3,120 Stanley Black & Decker shares in Q2 2025, an estimated $240K.
  • Atomi Financial Group first reported a position in Stanley Black & Decker in Q2 2023 and held it in 6 quarters.
  • Atomi Financial Group's Stanley Black & Decker position peaked at $418K in Q3 2024.
  • 704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Atomi Financial Group's 13F filing for Q2 2025, filed 14 Aug 2025.