Rossmore Private Capital’s Stanley Black & Decker SWK Stock Holding History

Rossmore Private Capital’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 Q2	–	Sell	-2,955	Closed	-$227K	–	263
2025 Q1	$227K	Hold	2,955	–	–	0.03%	235
2024 Q4	$237K	Hold	2,955	–	–	0.03%	221
2024 Q3	$325K	Hold	2,955	–	–	0.04%	208
2024 Q2	$236K	Hold	2,955	–	–	0.03%	219
2024 Q1	$289K	Sell	2,955 -225	-7%	-$20.7K	0.04%	207
2023 Q4	$312K	Hold	3,180	–	–	0.04%	193
2023 Q3	$266K	Hold	3,180	–	–	0.04%	201
2023 Q2	$298K	Hold	3,180	–	–	0.04%	197
2023 Q1	$256K	Hold	3,180	–	–	0.04%	205
2022 Q4	$239K	Hold	3,180	–	–	0.04%	206
2022 Q3	$239K	Hold	3,180	–	–	0.04%	202
2022 Q2	$333K	Buy	3,180 +955	+43%	+$117K	0.06%	175
2022 Q1	$311K	Hold	2,225	–	–	0.05%	186
2021 Q4	$420K	Hold	2,225	–	–	0.07%	171
2021 Q3	$390K	Hold	2,225	–	–	0.07%	170
2021 Q2	$456K	Hold	2,225	–	–	0.08%	157
2021 Q1	$444K	Hold	2,225	–	–	0.08%	153
2020 Q4	$397K	Hold	2,225	–	–	0.08%	157
2020 Q3	$361K	Hold	2,225	–	–	0.08%	147
2020 Q2	$310K	Hold	2,225	–	–	0.09%	138
2020 Q1	$222K	Buy	+2,225	New	+$318K	0.08%	139
2018 Q1	–	Sell	-230	Closed	-$39K	–	365
2017 Q4	$39K	Buy	+230	New	+$37.6K	0.04%	188

Other funds holding SWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Rossmore Private Capital's SWK Position: Q2 2025 in Review

Rossmore Private Capital sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 2,955 shares — an estimated $227K sold.

Rossmore Private Capital first reported a position in SWK in Q4 2017 and held it in 22 quarters. The position peaked at $456K in Q2 2021. 704 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

Rossmore Private Capital reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
Rossmore Private Capital sold 2,955 Stanley Black & Decker shares in Q2 2025, an estimated $227K.
Rossmore Private Capital first reported a position in Stanley Black & Decker in Q4 2017 and held it in 22 quarters.
Rossmore Private Capital's Stanley Black & Decker position peaked at $456K in Q2 2021.
704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Rossmore Private Capital's 13F filing for Q2 2025, filed 7 Aug 2025.