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Sierra Ocean’s Stanley Black & Decker SWK Stock Holding History

Sierra Ocean’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
-7
Closed -$483 – 836
2025
Q2 		$483 Sell
7
-4
-36% -$258 ﹤0.01% 1000
2025
Q1 		$858 Hold
11
– – ﹤0.01% 973
2024
Q4 		$896 Buy
+11
New +$1.02K ﹤0.01% 965

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

Sierra Ocean's SWK Position: Q3 2025 in Review

Sierra Ocean sold out of Stanley Black & Decker (SWK) in Q3 2025, closing a stake of 7 shares — an estimated $483 sold.

Sierra Ocean first reported a position in SWK in Q4 2024 and held it in 3 quarters. The position peaked at $896 in Q4 2024. 699 funds tracked by Wall St. Rank hold SWK as of Q3 2025.

  • Sierra Ocean reported no remaining Stanley Black & Decker position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 7 Stanley Black & Decker shares in Q3 2025, an estimated $483.
  • Sierra Ocean first reported a position in Stanley Black & Decker in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Stanley Black & Decker position peaked at $896 in Q4 2024.
  • 699 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.