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Clarity Financial’s Stanley Black & Decker SWK Stock Holding History

Clarity Financial’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
-2,744
Closed -$220K – 125
2024
Q4 		$220K Sell
2,744
-132,307
-98% -$12.3M 0.03% 109
2024
Q3 		$14.9M Sell
135,051
-89,424
-40% -$8.58M 1.73% 20
2024
Q2 		$17.9M Buy
224,475
+84,540
+60% +$7.44M 2.65% 13
2024
Q1 		$13.7M Buy
139,935
+2,672
+2% +$246K 2.07% 18
2023
Q4 		$13.5M Buy
137,263
+62,967
+85% +$5.54M 2.33% 16
2023
Q3 		$6.21M Buy
74,296
+678
+0.9% +$62.8K 1.04% 35
2023
Q2 		$6.9M Buy
73,618
+68,361
+1,300% +$5.66M 0.98% 28
2023
Q1 		$424K Buy
+5,257
New +$443K 1.57% 22

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 $315B AUM 27.84% 1-Year Est. Return

Clarity Financial's SWK Position: Q1 2025 in Review

Clarity Financial sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 2,744 shares — an estimated $220K sold.

Clarity Financial first reported a position in SWK in Q1 2023 and held it in 8 quarters. The position peaked at $17.9M in Q2 2024. 747 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Clarity Financial reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Clarity Financial sold 2,744 Stanley Black & Decker shares in Q1 2025, an estimated $220K.
  • Clarity Financial first reported a position in Stanley Black & Decker in Q1 2023 and held it in 8 quarters.
  • Clarity Financial's Stanley Black & Decker position peaked at $17.9M in Q2 2024.
  • 747 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Clarity Financial's 13F filing for Q1 2025, filed 14 May 2025.