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GeoWealth Management’s Stanley Black & Decker SWK Stock Holding History

GeoWealth 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
2025
Q2 		– Sell
-346
Closed -$26.6K – 1287
2025
Q1 		$26.6K Sell
346
-848
-71% -$71.5K ﹤0.01% 956
2024
Q4 		$95.9K Buy
1,194
+111
+10% +$10.3K ﹤0.01% 982
2024
Q3 		$119K Buy
+1,083
New +$104K ﹤0.01% 857
2024
Q1 		– Sell
-1,165
Closed -$114K – 902
2023
Q4 		$114K Buy
+1,165
New +$103K 0.01% 577

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

GeoWealth Management's SWK Position: Q2 2025 in Review

GeoWealth Management sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 346 shares — an estimated $26.6K sold.

GeoWealth Management first reported a position in SWK in Q4 2023 and held it in 4 quarters. The position peaked at $119K in Q3 2024. 704 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

  • GeoWealth Management reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
  • GeoWealth Management sold 346 Stanley Black & Decker shares in Q2 2025, an estimated $26.6K.
  • GeoWealth Management first reported a position in Stanley Black & Decker in Q4 2023 and held it in 4 quarters.
  • GeoWealth Management's Stanley Black & Decker position peaked at $119K in Q3 2024.
  • 704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on GeoWealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.