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Pin Oak Investment Advisors’s Stanley Black & Decker SWK Stock Holding History

Pin Oak 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
Q1 		– Sell
-545
Closed -$60K – 482
2024
Q4 		$60K Hold
545
– – 0.05% 169
2024
Q3 		$60K Hold
545
– – 0.05% 170
2024
Q2 		$44K Buy
+545
New +$48K 0.04% 183

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Pin Oak Investment Advisors's SWK Position: Q1 2025 in Review

Pin Oak Investment Advisors sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 545 shares — an estimated $60K sold.

Pin Oak Investment Advisors first reported a position in SWK in Q2 2024 and held it in 3 quarters. The position peaked at $60K in Q4 2024. 746 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Pin Oak Investment Advisors reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 545 Stanley Black & Decker shares in Q1 2025, an estimated $60K.
  • Pin Oak Investment Advisors first reported a position in Stanley Black & Decker in Q2 2024 and held it in 3 quarters.
  • Pin Oak Investment Advisors's Stanley Black & Decker position peaked at $60K in Q4 2024.
  • 746 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.