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Avidian Wealth Enterprises’s Stanley Black & Decker SWK Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-2,795
Closed -$224K – 547
2024
Q4 		$224K Buy
2,795
+357
+15% +$33.1K 0.01% 462
2024
Q3 		$268K Buy
+2,438
New +$234K 0.01% 416

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avidian Wealth Enterprises's SWK Position: Q1 2025 in Review

Avidian Wealth Enterprises sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 2,795 shares — an estimated $224K sold.

Avidian Wealth Enterprises first reported a position in SWK in Q3 2024 and held it in 2 quarters. The position peaked at $268K in Q3 2024. 746 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Avidian Wealth Enterprises reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 2,795 Stanley Black & Decker shares in Q1 2025, an estimated $224K.
  • Avidian Wealth Enterprises first reported a position in Stanley Black & Decker in Q3 2024 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Stanley Black & Decker position peaked at $268K in Q3 2024.
  • 746 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2025, filed 25 Apr 2025.