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Occudo Quantitative Strategies’s Stanley Black & Decker SWK Stock Holding History

Occudo Quantitative Strategies’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
-8,023
Closed -$544K – 862
2025
Q2 		$544K Buy
8,023
+1,568
+24% +$101K 0.06% 341
2025
Q1 		$493K Buy
+6,455
New +$544K 0.07% 363
2024
Q4 		– Sell
-7,771
Closed -$856K – 943
2024
Q3 		$856K Sell
7,771
-6,774
-47% -$650K 0.16% 180
2024
Q2 		$1.16M Sell
14,545
-1,996
-12% -$176K 0.21% 141
2024
Q1 		$1.62M Buy
16,541
+14,039
+561% +$1.29M 0.28% 89
2023
Q4 		$245K Sell
2,502
-6,846
-73% -$603K 0.03% 593
2023
Q3 		$781K Buy
9,348
+3,220
+53% +$298K 0.1% 347
2023
Q2 		$574K Sell
6,128
-50,514
-89% -$4.18M 0.06% 508
2023
Q1 		$4.56M Buy
56,642
+45,184
+394% +$3.81M 0.41% 50
2022
Q4 		$861K Sell
11,458
-27,347
-70% -$2.13M 0.1% 329
2022
Q3 		$2.92M Buy
38,805
+1,091
+3% +$105K 0.23% 116
2022
Q2 		$3.96M Buy
37,714
+27,071
+254% +$3.33M 0.32% 63
2022
Q1 		$1.49M Buy
+10,643
New +$1.76M 0.12% 260
2021
Q2 		– Sell
-3,331
Closed -$665K – 1047
2021
Q1 		$665K Buy
+3,331
New +$604K 0.15% 241

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

Occudo Quantitative Strategies's SWK Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Stanley Black & Decker (SWK) in Q3 2025, closing a stake of 8,023 shares — an estimated $544K sold.

Occudo Quantitative Strategies first reported a position in SWK in Q1 2021 and held it in 14 quarters. The position peaked at $4.56M in Q1 2023. 699 funds tracked by Wall St. Rank hold SWK as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining Stanley Black & Decker position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 8,023 Stanley Black & Decker shares in Q3 2025, an estimated $544K.
  • Occudo Quantitative Strategies first reported a position in Stanley Black & Decker in Q1 2021 and held it in 14 quarters.
  • Occudo Quantitative Strategies's Stanley Black & Decker position peaked at $4.56M in Q1 2023.
  • 699 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.