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AWS
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
Shares
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
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
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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