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Newbridge Financial Services Group’s Stanley Black & Decker SWK Stock Holding History

Newbridge Financial Services Group’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
Q1 		– Sell
-33
Closed -$2.67K – 1152
2024
Q4 		$2.67K Buy
+33
New +$3.06K ﹤0.01% 935
2024
Q1 		– Sell
-767
Closed -$75.2K – 1294
2023
Q4 		$75.2K Sell
767
-515
-40% -$45.3K 0.04% 319
2023
Q3 		$107K Sell
1,282
-297
-19% -$27.5K 0.05% 279
2023
Q2 		$148K Sell
1,579
-198
-11% -$16.4K 0.07% 245
2023
Q1 		$143K Sell
1,777
-46
-3% -$3.87K 0.08% 255
2022
Q4 		$137K Buy
1,823
+237
+15% +$18.5K 0.08% 245
2022
Q3 		$119K Buy
1,586
+801
+102% +$77.1K 0.07% 268
2022
Q2 		$82K Sell
785
-110
-12% -$13.5K 0.05% 299
2022
Q1 		$125K Sell
895
-6
-0.7% -$991 0.06% 273
2021
Q4 		$170K Buy
901
+899
+44,950% +$166K 0.08% 223
2021
Q3 		$1K Hold
2
– – ﹤0.01% 1314
2021
Q2 		$0 Buy
+2
New +$415 ﹤0.01% 1508
2021
Q1 		– Sell
-100
Closed -$18K – 1427
2020
Q4 		$18K Buy
+100
New +$17.7K 0.01% 575

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Newbridge Financial Services Group's SWK Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 33 shares — an estimated $2.67K sold.

Newbridge Financial Services Group first reported a position in SWK in Q4 2020 and held it in 13 quarters. The position peaked at $170K in Q4 2021. 748 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 33 Stanley Black & Decker shares in Q1 2025, an estimated $2.67K.
  • Newbridge Financial Services Group first reported a position in Stanley Black & Decker in Q4 2020 and held it in 13 quarters.
  • Newbridge Financial Services Group's Stanley Black & Decker position peaked at $170K in Q4 2021.
  • 748 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.