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Compass Financial Services’s Stanley Black & Decker SWK Stock Holding History

Compass Financial 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
-45
Closed -$3.44K – 324
2025
Q1 		$3.44K Buy
45
+1
+2% +$84 ﹤0.01% 250
2024
Q4 		$3.56K Buy
+44
New +$4.08K ﹤0.01% 172

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

Compass Financial Services's SWK Position: Q2 2025 in Review

Compass Financial Services sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 45 shares — an estimated $3.44K sold.

Compass Financial Services first reported a position in SWK in Q4 2024 and held it in 2 quarters. The position peaked at $3.56K in Q4 2024. 704 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

  • Compass Financial Services reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
  • Compass Financial Services sold 45 Stanley Black & Decker shares in Q2 2025, an estimated $3.44K.
  • Compass Financial Services first reported a position in Stanley Black & Decker in Q4 2024 and held it in 2 quarters.
  • Compass Financial Services's Stanley Black & Decker position peaked at $3.56K in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

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