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NWF Advisory Services’s Stanley Black & Decker SWK Stock Holding History

NWF Advisory Services’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
2024
Q4 		– Sell
-1,975
Closed -$218K – 410
2024
Q3 		$218K Buy
+1,975
New +$190K 0.03% 291
2024
Q2 		– Sell
-2,154
Closed -$211K – 342
2024
Q1 		$211K Buy
+2,154
New +$199K 0.04% 273

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 $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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NWF Advisory Services's SWK Position: Q4 2024 in Review

NWF Advisory Services sold out of Stanley Black & Decker (SWK) in Q4 2024, closing a stake of 1,975 shares — an estimated $218K sold.

NWF Advisory Services first reported a position in SWK in Q1 2024 and held it in 2 quarters. The position peaked at $218K in Q3 2024. 767 funds tracked by Wall St. Rank hold SWK as of Q4 2024.

  • NWF Advisory Services reported no remaining Stanley Black & Decker position as of Q4 2024 after selling out during the quarter.
  • NWF Advisory Services sold 1,975 Stanley Black & Decker shares in Q4 2024, an estimated $218K.
  • NWF Advisory Services first reported a position in Stanley Black & Decker in Q1 2024 and held it in 2 quarters.
  • NWF Advisory Services's Stanley Black & Decker position peaked at $218K in Q3 2024.
  • 767 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2024.

Based on NWF Advisory Services's 13F filing for Q4 2024, filed 14 May 2025.