High Note Wealth’s Stanley Black & Decker SWK Stock Holding History

High Note Wealth’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	-1	Closed	-$80	–	958
2024 Q4	$80	Buy	+1	New	+$93	﹤0.01%	885

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

High Note Wealth's SWK Position: Q1 2025 in Review

High Note Wealth sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 1 share — an estimated $80 sold.

High Note Wealth first reported a position in SWK in Q4 2024 and held it in 1 quarter. The position peaked at $80 in Q4 2024. 746 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

High Note Wealth reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
High Note Wealth sold 1 Stanley Black & Decker share in Q1 2025, an estimated $80.
High Note Wealth first reported a position in Stanley Black & Decker in Q4 2024 and held it in 1 quarter.
High Note Wealth's Stanley Black & Decker position peaked at $80 in Q4 2024.
746 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.