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Legacy Financial Advisors’s Stanley Black & Decker SWK Stock Holding History

Legacy Financial Advisors’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
-5,388
Closed -$414K – 408
2025
Q1 		$414K Buy
5,388
+101
+2% +$8.51K 0.07% 227
2024
Q4 		$424K Buy
5,287
+1,544
+41% +$143K 0.07% 216
2024
Q3 		$412K Sell
3,743
-83
-2% -$7.97K 0.07% 227
2024
Q2 		$306K Buy
+3,826
New +$337K 0.05% 248
2019
Q2 		– Sell
-150
Closed -$20K – 798
2019
Q1 		$20K Sell
150
-180
-55% -$23.5K 0.01% 457
2018
Q4 		$40K Buy
330
+139
+73% +$17.3K 0.02% 281
2018
Q3 		$27K Sell
191
-55
-22% -$7.83K 0.01% 331
2018
Q2 		$33K Hold
246
– – 0.01% 300
2018
Q1 		$37K Hold
246
– – 0.01% 282
2017
Q4 		$41K Buy
+246
New +$40.3K 0.02% 274

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 $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legacy Financial Advisors's SWK Position: Q2 2025 in Review

Legacy Financial Advisors sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 5,388 shares — an estimated $414K sold.

Legacy Financial Advisors first reported a position in SWK in Q4 2017 and held it in 10 quarters. The position peaked at $424K in Q4 2024. 704 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

  • Legacy Financial Advisors reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 5,388 Stanley Black & Decker shares in Q2 2025, an estimated $414K.
  • Legacy Financial Advisors first reported a position in Stanley Black & Decker in Q4 2017 and held it in 10 quarters.
  • Legacy Financial Advisors's Stanley Black & Decker position peaked at $424K in Q4 2024.
  • 704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.