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Mount Yale Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-138
Closed -$9.37K – 1497
2025
Q2 		$9.37K Buy
+138
New +$8.91K ﹤0.01% 1145
2023
Q4 		– Sell
-72,078
Closed -$6.02M – 539
2023
Q3 		$6.02M Sell
72,078
-3,030
-4% -$281K 0.66% 24
2023
Q2 		$7.04M Buy
75,108
+90
+0.1% +$7.45K 0.75% 15
2023
Q1 		$6.04M Buy
75,018
+18,190
+32% +$1.53M 0.68% 28
2022
Q4 		$4.27M Sell
56,828
-10,768
-16% -$840K 0.48% 56
2022
Q3 		$5.08M Buy
67,596
+5,960
+10% +$573K 0.68% 32
2022
Q2 		$6.46M Buy
61,636
+58,522
+1,879% +$7.2M 0.81% 17
2022
Q1 		$435K Buy
3,114
+610
+24% +$101K 0.05% 319
2021
Q4 		$472K Buy
+2,504
New +$462K 0.05% 305
2020
Q3 		– Sell
-4,382
Closed -$611K – 373
2020
Q2 		$611K Sell
4,382
-132
-3% -$15.9K 0.11% 199
2020
Q1 		$451K Sell
4,514
-88
-2% -$12.6K 0.1% 190
2019
Q4 		$733K Sell
4,602
-104
-2% -$16.1K 0.13% 145
2019
Q3 		$742K Buy
4,706
+49
+1% +$6.92K 0.13% 134
2019
Q2 		$639K Sell
4,657
-13
-0.3% -$1.83K 0.12% 146
2019
Q1 		$636K Buy
4,670
+817
+21% +$107K 0.12% 141
2018
Q4 		$494K Buy
3,853
+137
+4% +$17.1K 0.1% 174
2018
Q3 		$478K Buy
3,716
+3,235
+673% +$460K 0.08% 180
2018
Q2 		$64K Sell
481
-284
-37% -$40.9K 0.01% 590
2018
Q1 		$117K Buy
+765
New +$124K 0.03% 405

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mount Yale Investment Advisors's SWK Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Stanley Black & Decker (SWK) in Q3 2025, closing a stake of 138 shares — an estimated $9.37K sold.

Mount Yale Investment Advisors first reported a position in SWK in Q1 2018 and held it in 19 quarters. The position peaked at $7.04M in Q2 2023. 699 funds tracked by Wall St. Rank hold SWK as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Stanley Black & Decker position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 138 Stanley Black & Decker shares in Q3 2025, an estimated $9.37K.
  • Mount Yale Investment Advisors first reported a position in Stanley Black & Decker in Q1 2018 and held it in 19 quarters.
  • Mount Yale Investment Advisors's Stanley Black & Decker position peaked at $7.04M in Q2 2023.
  • 699 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.