AAS
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Avantax Advisory Services’s Stanley Black & Decker SWK Stock Holding History

Avantax Advisory Services’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
-4,226
Closed -$325K – 2437
2025
Q1 		$325K Buy
4,226
+1,529
+57% +$129K ﹤0.01% 1780
2024
Q4 		$217K Buy
2,697
+337
+14% +$31.3K ﹤0.01% 2005
2024
Q3 		$260K Buy
+2,360
New +$227K ﹤0.01% 1859
2024
Q2 		– Sell
-2,177
Closed -$213K – 2134
2024
Q1 		$213K Sell
2,177
-1,541
-41% -$142K ﹤0.01% 1512
2023
Q4 		$365K Buy
3,718
+83
+2% +$7.31K ﹤0.01% 1138
2023
Q3 		$304K Sell
3,635
-521
-13% -$48.3K ﹤0.01% 1194
2023
Q2 		$390K Buy
4,156
+696
+20% +$57.6K ﹤0.01% 1048
2023
Q1 		$279K Buy
+3,460
New +$291K ﹤0.01% 1185
2022
Q4 		– Sell
-2,822
Closed -$212K – 1461
2022
Q3 		$212K Buy
2,822
+122
+5% +$11.7K ﹤0.01% 1189
2022
Q2 		$283K Buy
2,700
+272
+11% +$33.5K ﹤0.01% 1044
2022
Q1 		$342K Buy
2,428
+934
+63% +$154K ﹤0.01% 946
2021
Q4 		$282K Sell
1,494
-89
-6% -$16.4K ﹤0.01% 1005
2021
Q3 		$277K Buy
1,583
+296
+23% +$57.7K ﹤0.01% 963
2021
Q2 		$263K Buy
1,287
+5
+0.4% +$1.04K ﹤0.01% 961
2021
Q1 		$257K Sell
1,282
-9,919
-89% -$1.8M 0.01% 876
2020
Q4 		$2M Buy
11,201
+7,046
+170% +$1.25M 0.05% 270
2020
Q3 		$678K Buy
4,155
+211
+5% +$32.9K 0.01% 691
2020
Q2 		$549K Buy
3,944
+47
+1% +$5.67K 0.02% 461
2020
Q1 		$390K Buy
3,897
+2,004
+106% +$286K 0.01% 502
2019
Q4 		$315K Buy
+1,893
New +$293K 0.01% 610

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

Avantax Advisory Services's SWK Position: Q2 2025 in Review

Avantax Advisory Services sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 4,226 shares — an estimated $325K sold.

Avantax Advisory Services first reported a position in SWK in Q4 2019 and held it in 20 quarters. The position peaked at $2M in Q4 2020. 705 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

  • Avantax Advisory Services reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 4,226 Stanley Black & Decker shares in Q2 2025, an estimated $325K.
  • Avantax Advisory Services first reported a position in Stanley Black & Decker in Q4 2019 and held it in 20 quarters.
  • Avantax Advisory Services's Stanley Black & Decker position peaked at $2M in Q4 2020.
  • 705 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.