RA
SWK icon

Rise Advisors’s Stanley Black & Decker SWK Stock Holding History

Rise 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
Q4 		– Sell
-115
Closed -$8.52K – 1266
2025
Q3 		$8.52K Buy
115
+1
+0.9% +$73 ﹤0.01% 1065
2025
Q2 		$7.69K Buy
114
+2
+2% +$129 ﹤0.01% 1114
2025
Q1 		$8.63K Sell
112
-25
-18% -$2.11K ﹤0.01% 1080
2024
Q4 		$11K Sell
137
-130
-49% -$12.1K 0.01% 954
2024
Q3 		$29.4K Buy
267
+133
+99% +$12.8K 0.01% 427
2024
Q2 		$10.7K Buy
134
+1
+0.8% +$88 0.01% 987
2024
Q1 		$13K Buy
+133
New +$12.3K 0.01% 955

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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rise Advisors's SWK Position: Q4 2025 in Review

Rise Advisors sold out of Stanley Black & Decker (SWK) in Q4 2025, closing a stake of 115 shares — an estimated $8.52K sold.

Rise Advisors first reported a position in SWK in Q1 2024 and held it in 7 quarters. The position peaked at $29.4K in Q3 2024. 716 funds tracked by Wall St. Rank hold SWK as of Q4 2025.

  • Rise Advisors reported no remaining Stanley Black & Decker position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 115 Stanley Black & Decker shares in Q4 2025, an estimated $8.52K.
  • Rise Advisors first reported a position in Stanley Black & Decker in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Stanley Black & Decker position peaked at $29.4K in Q3 2024.
  • 716 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.