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Guardian Wealth Advisors (Minnesota)’s Stanley Black & Decker SWK Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
-3,280
Closed -$263K – 76
2024
Q4 		$263K Sell
3,280
-238
-7% -$22.1K 0.17% 61
2024
Q3 		$387K Sell
3,518
-35
-1% -$3.36K 0.24% 55
2024
Q2 		$284K Sell
3,553
-26
-0.7% -$2.29K 0.18% 61
2024
Q1 		$351K Sell
3,579
-79
-2% -$7.28K 0.23% 57
2023
Q4 		$359K Buy
3,658
+10
+0.3% +$880 0.25% 47
2023
Q3 		$305K Sell
3,648
-163
-4% -$15.1K 0.23% 52
2023
Q2 		$357K Sell
3,811
-68
-2% -$5.63K 0.26% 50
2023
Q1 		$313K Buy
3,879
+426
+12% +$35.9K 0.24% 53
2022
Q4 		$259K Buy
+3,453
New +$269K 0.23% 55
2022
Q3 		– Sell
-2,082
Closed -$218K – 62
2022
Q2 		$218K Buy
2,082
+227
+12% +$27.9K 0.2% 60
2022
Q1 		$259K Sell
1,855
-16
-0.9% -$2.64K 0.21% 57
2021
Q4 		$353K Buy
1,871
+49
+3% +$9.05K 0.28% 49
2021
Q3 		$319K Buy
1,822
+14
+0.8% +$2.73K 0.28% 50
2021
Q2 		$371K Sell
1,808
-28
-2% -$5.81K 0.32% 50
2021
Q1 		$367K Sell
1,836
-166
-8% -$30.1K 0.34% 50
2020
Q4 		$357K Buy
+2,002
New +$355K 0.35% 50

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 $298B AUM 21.96% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s SWK Position: Q1 2025 in Review

Guardian Wealth Advisors (Minnesota) sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 3,280 shares — an estimated $263K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in SWK in Q4 2020 and held it in 16 quarters. The position peaked at $387K in Q3 2024. 747 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Guardian Wealth Advisors (Minnesota) reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 3,280 Stanley Black & Decker shares in Q1 2025, an estimated $263K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Stanley Black & Decker in Q4 2020 and held it in 16 quarters.
  • Guardian Wealth Advisors (Minnesota)'s Stanley Black & Decker position peaked at $387K in Q3 2024.
  • 747 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2025, filed 2 May 2025.