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Atria Wealth Solutions’s Stanley Black & Decker SWK Stock Holding History

Atria Wealth Solutions’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 		$451K Sell
6,664
-3,003
-31% -$194K 0.01% 964
2025
Q1 		$743K Buy
9,667
+703
+8% +$59.3K 0.01% 1001
2024
Q4 		$720K Buy
8,964
+112
+1% +$10.4K 0.01% 1064
2024
Q3 		$975K Buy
8,852
+375
+4% +$36K 0.01% 923
2024
Q2 		$677K Sell
8,477
-75
-0.9% -$6.6K 0.01% 1075
2024
Q1 		$838K Sell
8,552
-1,889
-18% -$174K 0.01% 992
2023
Q4 		$1.02M Sell
10,441
-1,206
-10% -$106K 0.01% 853
2023
Q3 		$973K Buy
11,647
+210
+2% +$19.5K 0.01% 819
2023
Q2 		$1.07M Buy
11,437
+2,688
+31% +$222K 0.01% 807
2023
Q1 		$705K Buy
8,749
+2,315
+36% +$195K 0.01% 959
2022
Q4 		$483K Buy
6,434
+619
+11% +$48.3K 0.01% 1099
2022
Q3 		$437K Sell
5,815
-924
-14% -$88.9K 0.01% 1095
2022
Q2 		$707K Sell
6,739
-709
-10% -$87.2K 0.01% 842
2022
Q1 		$1.04M Buy
+7,448
New +$1.23M 0.02% 716

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 $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Atria Wealth Solutions's SWK Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Stanley Black & Decker (SWK) stake by 31% in Q2 2025, selling an estimated $194K and leaving 6,664 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #964.

Atria Wealth Solutions first reported a position in SWK in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.07M in Q2 2023. 705 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

  • Atria Wealth Solutions held 6,664 shares of Stanley Black & Decker worth $451K as of Q2 2025.
  • Atria Wealth Solutions sold 3,003 Stanley Black & Decker shares in Q2 2025, an estimated $194K.
  • Stanley Black & Decker made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #964 holding.
  • Atria Wealth Solutions first reported a position in Stanley Black & Decker in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Stanley Black & Decker position peaked at $1.07M in Q2 2023.
  • 705 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.