Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
IWM
IHT Wealth Management’s
Stanley Black & Decker
SWK
Stock Holding History
IHT Wealth 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
2024
Q4
–
Sell
-2,808
Closed
-$309K
–
1201
2024
Q3
$309K
Buy
+2,808
New
+$270K
0.01%
903
2022
Q2
–
Sell
-1,573
Closed
-$220K
–
802
2022
Q1
$220K
Buy
1,573
+11
+0.7%
+$1.82K
0.02%
678
2021
Q4
$295K
Hold
1,562
–
–
0.02%
621
2021
Q3
$274K
Sell
1,562
-967
-38%
-$189K
0.02%
624
2021
Q2
$518K
Buy
2,529
+828
+49%
+$172K
0.03%
523
2021
Q1
$340K
Buy
1,701
+96
+6%
+$17.4K
0.02%
591
2020
Q4
$287K
Buy
1,605
+37
+2%
+$6.56K
0.02%
579
2020
Q3
$254K
Buy
1,568
+24
+2%
+$3.74K
0.03%
532
2020
Q2
$215K
Buy
+1,544
New
+$186K
0.03%
504
2020
Q1
–
Sell
-1,484
Closed
-$246K
–
651
2019
Q4
$246K
Buy
1,484
+43
+3%
+$6.66K
0.03%
510
2019
Q3
$208K
Buy
+1,441
New
+$204K
0.03%
546
2018
Q2
–
Sell
-1,202
Closed
-$181K
–
1243
2018
Q1
$181K
Hold
1,202
–
–
0.05%
364
2017
Q4
$208K
Buy
1,202
+500
+71%
+$81.8K
0.06%
340
2017
Q3
$110K
Sell
702
-40
-5%
-$5.75K
0.05%
337
2017
Q2
$471
Sell
742
-51
-6%
-$7K
0.23%
107
2017
Q1
$104K
Sell
793
-101
-11%
-$12.7K
0.07%
272
2016
Q4
$103K
Buy
+894
New
+$107K
0.08%
262
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
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close