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Hershey Financial Advisers’s Stanley Black & Decker SWK Stock Holding History

Hershey Financial Advisers’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
Q4 		– Sell
-3,481
Closed -$259K – 108
2025
Q3 		$259K Buy
+3,481
New +$255K 0.22% 73

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Hershey Financial Advisers's SWK Position: Q4 2025 in Review

Hershey Financial Advisers sold out of Stanley Black & Decker (SWK) in Q4 2025, closing a stake of 3,481 shares — an estimated $259K sold.

Hershey Financial Advisers first reported a position in SWK in Q3 2025 and held it in 1 quarter. The position peaked at $259K in Q3 2025. 716 funds tracked by Wall St. Rank hold SWK as of Q4 2025.

  • Hershey Financial Advisers reported no remaining Stanley Black & Decker position as of Q4 2025 after selling out during the quarter.
  • Hershey Financial Advisers sold 3,481 Stanley Black & Decker shares in Q4 2025, an estimated $259K.
  • Hershey Financial Advisers first reported a position in Stanley Black & Decker in Q3 2025 and held it in 1 quarter.
  • Hershey Financial Advisers's Stanley Black & Decker position peaked at $259K in Q3 2025.
  • 716 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2025.

Based on Hershey Financial Advisers's 13F filing for Q4 2025, filed 18 Feb 2026.