Kovitz Investment Group Partners
SWK icon

Kovitz Investment Group Partners’s Stanley Black & Decker SWK Stock Holding History

Kovitz Investment Group Partners’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
-4,154
Closed -$319K – 1398
2025
Q1 		$319K Buy
4,154
+597
+17% +$50.3K ﹤0.01% 1033
2024
Q4 		$286K Buy
+3,557
New +$330K ﹤0.01% 1055

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Kovitz Investment Group Partners's SWK Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 4,154 shares — an estimated $319K sold.

Kovitz Investment Group Partners first reported a position in SWK in Q4 2024 and held it in 2 quarters. The position peaked at $319K in Q1 2025. 704 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,154 Stanley Black & Decker shares in Q2 2025, an estimated $319K.
  • Kovitz Investment Group Partners first reported a position in Stanley Black & Decker in Q4 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Stanley Black & Decker position peaked at $319K in Q1 2025.
  • 704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.