Simon Quick Advisors’s Stanley Black & Decker SWK Stock Holding History

Simon Quick 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 Q2	–	Sell	-3,006	Closed	-$231K	–	610
2025 Q1	$231K	Buy	+3,006	New	+$253K	0.01%	512
2020 Q4	–	Sell	-200	Closed	-$32K	–	542
2020 Q3	$32K	Hold	200	–	–	0.01%	257
2020 Q2	$28K	Hold	200	–	–	0.01%	266
2020 Q1	$20K	Hold	200	–	–	0.01%	285
2019 Q4	$33K	Hold	200	–	–	0.01%	274
2019 Q3	$29K	Buy	200 +195	+3,900%	+$27.5K	0.01%	218
2019 Q2	$723	Sell	5 -195	-98%	-$27.5K	﹤0.01%	439
2019 Q1	$27K	Hold	200	–	–	0.01%	271
2018 Q4	$24K	Buy	200 +100	+100%	+$12.5K	0.01%	241
2018 Q3	$15K	Sell	100 -200	-67%	-$28.5K	0.01%	233
2018 Q2	$39K	Buy	+300	New	+$43.2K	0.02%	201
2018 Q1	–	Sell	-83	Closed	-$14K	–	409
2017 Q4	$14K	Hold	83	–	–	0.01%	314
2017 Q3	$13K	Buy	+83	New	+$11.9K	﹤0.01%	404

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

Simon Quick Advisors's SWK Position: Q2 2025 in Review

Simon Quick Advisors sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 3,006 shares — an estimated $231K sold.

Simon Quick Advisors first reported a position in SWK in Q3 2017 and held it in 13 quarters. The position peaked at $231K in Q1 2025. 704 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

Simon Quick Advisors reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
Simon Quick Advisors sold 3,006 Stanley Black & Decker shares in Q2 2025, an estimated $231K.
Simon Quick Advisors first reported a position in Stanley Black & Decker in Q3 2017 and held it in 13 quarters.
Simon Quick Advisors's Stanley Black & Decker position peaked at $231K in Q1 2025.
704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.