SWP
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SIMA Wealth Partners’s Stanley Black & Decker SWK Stock Holding History

SIMA Wealth Partners’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
-75
Closed -$5.08K – 177
2025
Q2 		$5.08K Hold
75
– – ﹤0.01% 136
2025
Q1 		$5.77K Buy
+75
New +$6.32K ﹤0.01% 159

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

SIMA Wealth Partners's SWK Position: Q3 2025 in Review

SIMA Wealth Partners sold out of Stanley Black & Decker (SWK) in Q3 2025, closing a stake of 75 shares — an estimated $5.08K sold.

SIMA Wealth Partners first reported a position in SWK in Q1 2025 and held it in 2 quarters. The position peaked at $5.77K in Q1 2025. 699 funds tracked by Wall St. Rank hold SWK as of Q3 2025.

  • SIMA Wealth Partners reported no remaining Stanley Black & Decker position as of Q3 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 75 Stanley Black & Decker shares in Q3 2025, an estimated $5.08K.
  • SIMA Wealth Partners first reported a position in Stanley Black & Decker in Q1 2025 and held it in 2 quarters.
  • SIMA Wealth Partners's Stanley Black & Decker position peaked at $5.77K in Q1 2025.
  • 699 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.