Crewe Advisors’s Stanley Black & Decker SWK Stock Holding History

Crewe Advisors’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 Q3	–	Sell	-4	Closed	-$271	–	1054
2025 Q2	$271	Buy	+4	New	+$258	﹤0.01%	709
2024 Q4	–	Sell	-55	Closed	-$6.06K	–	789
2024 Q3	$6.06K	Hold	55	–	–	﹤0.01%	550
2024 Q2	$4.39K	Hold	55	–	–	﹤0.01%	819
2024 Q1	$5.39K	Buy	+55	New	+$5.07K	﹤0.01%	713
2023 Q4	–	Sell	-1	Closed	-$84	–	668
2023 Q3	$84	Buy	+1	New	+$93	﹤0.01%	575
2022 Q4	–	Sell	-65	Closed	-$5K	–	1251
2022 Q3	$5K	Buy	65 +21	+48%	+$2.02K	﹤0.01%	861
2022 Q2	$5K	Buy	+44	New	+$5.41K	﹤0.01%	777
2021 Q3	–	Sell	-12	Closed	-$2K	–	458
2021 Q2	$2K	Sell	12 -17	-59%	-$3.52K	﹤0.01%	414
2021 Q1	$6K	Hold	29	–	–	﹤0.01%	356
2020 Q4	$5K	Sell	29 -16	-36%	-$2.84K	﹤0.01%	361
2020 Q3	$7K	Buy	+45	New	+$7.01K	﹤0.01%	304

Other funds holding SWK

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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