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Ellevest Inc’s Stanley Black & Decker SWK Stock Holding History

Ellevest Inc’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
-4,195
Closed -$323K – 434
2025
Q1 		$323K Sell
4,195
-778
-16% -$65.6K 0.02% 277
2024
Q4 		$399K Sell
4,973
-1,110
-18% -$103K 0.02% 248
2024
Q3 		$670K Sell
6,083
-50
-0.8% -$4.8K 0.04% 162
2024
Q2 		$490K Buy
6,133
+911
+17% +$80.2K 0.03% 208
2024
Q1 		$511K Sell
5,222
-248
-5% -$22.9K 0.03% 194
2023
Q4 		$537K Buy
5,470
+131
+2% +$11.5K 0.04% 167
2023
Q3 		$446K Sell
5,339
-333
-6% -$30.9K 0.03% 179
2023
Q2 		$532K Buy
5,672
+453
+9% +$37.5K 0.04% 143
2023
Q1 		$421K Buy
5,219
+1,172
+29% +$98.7K 0.03% 171
2022
Q4 		$304K Buy
4,047
+1,357
+50% +$106K 0.03% 226
2022
Q3 		$202K Buy
2,690
+782
+41% +$75.2K 0.02% 272
2022
Q2 		$200K Sell
1,908
-259
-12% -$31.9K 0.02% 278
2022
Q1 		$303K Buy
2,167
+537
+33% +$88.7K 0.03% 236
2021
Q4 		$307K Buy
1,630
+159
+11% +$29.4K 0.03% 205
2021
Q3 		$258K Buy
1,471
+162
+12% +$31.6K 0.03% 227
2021
Q2 		$268K Buy
1,309
+133
+11% +$27.6K 0.03% 192
2021
Q1 		$235K Buy
1,176
+26
+2% +$4.71K 0.03% 188
2020
Q4 		$205K Buy
1,150
+195
+20% +$34.6K 0.03% 163
2020
Q3 		$155K Buy
955
+145
+18% +$22.6K 0.03% 160
2020
Q2 		$113K Buy
810
+282
+53% +$34K 0.02% 183
2020
Q1 		$53K Buy
528
+232
+78% +$33.1K 0.01% 220
2019
Q4 		$49K Buy
296
+292
+7,300% +$45.2K 0.01% 196
2019
Q3 		$1K Sell
4
-5
-56% -$706 ﹤0.01% 462
2019
Q2 		$1K Buy
+9
New +$1.27K ﹤0.01% 376

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

Ellevest Inc's SWK Position: Q2 2025 in Review

Ellevest Inc sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 4,195 shares — an estimated $323K sold.

Ellevest Inc first reported a position in SWK in Q2 2019 and held it in 24 quarters. The position peaked at $670K in Q3 2024. 704 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

  • Ellevest Inc reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
  • Ellevest Inc sold 4,195 Stanley Black & Decker shares in Q2 2025, an estimated $323K.
  • Ellevest Inc first reported a position in Stanley Black & Decker in Q2 2019 and held it in 24 quarters.
  • Ellevest Inc's Stanley Black & Decker position peaked at $670K in Q3 2024.
  • 704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Ellevest Inc's 13F filing for Q2 2025, filed 5 Aug 2025.