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Cassady Schiller Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$26.7K Buy
332
+14
+4% +$1.3K 0.01% 258
2024
Q3 		$35K Hold
318
– – 0.01% 230
2024
Q2 		$25.4K Hold
318
– – 0.01% 249
2024
Q1 		$31.1K Hold
318
– – 0.01% 245
2023
Q4 		$31.2K Hold
318
– – 0.02% 240
2023
Q3 		$26.6K Hold
318
– – 0.01% 252
2023
Q2 		$29.8K Hold
318
– – 0.02% 251
2023
Q1 		$25.6K Hold
318
– – 0.01% 253
2022
Q4 		$23.9K Buy
+318
New +$24.8K 0.01% 255
2022
Q1 		– Sell
-326
Closed -$61K – 537
2021
Q4 		$61K Buy
+326
New +$60.2K 0.04% 182

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassady Schiller Wealth Management's SWK Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Stanley Black & Decker (SWK) stake by 4.4% in Q4 2024, buying an estimated $1.3K and bringing the position to 332 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #258.

Cassady Schiller Wealth Management first reported a position in SWK in Q4 2021 and has held it in 10 quarters since. The position peaked at $61K in Q4 2021. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • Cassady Schiller Wealth Management held 332 shares of Stanley Black & Decker worth $26.7K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 14 Stanley Black & Decker shares in Q4 2024, an estimated $1.3K.
  • Stanley Black & Decker made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #258 holding.
  • Cassady Schiller Wealth Management first reported a position in Stanley Black & Decker in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's Stanley Black & Decker position peaked at $61K in Q4 2021.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.