Mascoma Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Mascoma 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
2025 Q4	–	Sell	-43	Closed	-$3.17K	–	517
2025 Q3	$3.17K	Hold	43	–	–	﹤0.01%	409
2025 Q2	$2.89K	Hold	43	–	–	﹤0.01%	422
2025 Q1	$3.28K	Hold	43	–	–	﹤0.01%	435
2024 Q4	$3.43K	Hold	43	–	–	﹤0.01%	437
2024 Q3	$4.7K	Hold	43	–	–	﹤0.01%	390
2024 Q2	$3.41K	Hold	43	–	–	﹤0.01%	440
2024 Q1	$4.18K	Hold	43	–	–	﹤0.01%	396
2023 Q4	$4.19K	Hold	43	–	–	﹤0.01%	405
2023 Q3	$3.57K	Hold	43	–	–	﹤0.01%	427
2023 Q2	$4.16K	Sell	43 -880	-95%	-$72.8K	﹤0.01%	406
2023 Q1	$79.7K	Hold	923	–	–	0.02%	188
2022 Q4	$69.3K	Hold	923	–	–	0.02%	199
2022 Q3	$69K	Hold	923	–	–	0.02%	201
2022 Q2	$97K	Hold	923	–	–	0.03%	172
2022 Q1	$129K	Buy	923 +623	+208%	+$103K	0.04%	156
2021 Q4	$57K	Hold	300	–	–	0.02%	209
2021 Q3	$53K	Buy	+300	New	+$58.5K	0.02%	198
2021 Q2	–	Sell	-300	Closed	-$60K	–	385
2021 Q1	$60K	Buy	+300	New	+$54.4K	0.03%	192
2019 Q3	–	Sell	-300	Closed	-$43K	–	300
2019 Q2	$43K	Hold	300	–	–	0.03%	171
2019 Q1	$41K	Hold	300	–	–	0.03%	166
2018 Q4	$36K	Hold	300	–	–	0.03%	161
2018 Q3	$44K	Hold	300	–	–	0.03%	168
2018 Q2	$40K	Buy	+300	New	+$43.2K	0.03%	167

Other funds holding SWK

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mascoma Wealth Management's SWK Position: Q4 2025 in Review

Mascoma Wealth Management sold out of Stanley Black & Decker (SWK) in Q4 2025, closing a stake of 43 shares — an estimated $3.17K sold.

Mascoma Wealth Management first reported a position in SWK in Q2 2018 and held it in 23 quarters. The position peaked at $129K in Q1 2022. 716 funds tracked by Wall St. Rank hold SWK as of Q4 2025.

Mascoma Wealth Management reported no remaining Stanley Black & Decker position as of Q4 2025 after selling out during the quarter.
Mascoma Wealth Management sold 43 Stanley Black & Decker shares in Q4 2025, an estimated $3.17K.
Mascoma Wealth Management first reported a position in Stanley Black & Decker in Q2 2018 and held it in 23 quarters.
Mascoma Wealth Management's Stanley Black & Decker position peaked at $129K in Q1 2022.
716 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.