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Trifecta Capital Advisors’s Stanley Black & Decker SWK Stock Holding History

Trifecta Capital 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
-12
Closed -$923 – 503
2025
Q1 		$923 Hold
12
– – ﹤0.01% 384
2024
Q4 		$964 Hold
12
– – ﹤0.01% 374
2024
Q3 		$1.32K Hold
12
– – ﹤0.01% 351
2024
Q2 		$959 Hold
12
– – ﹤0.01% 383
2024
Q1 		$1.18K Hold
12
– – ﹤0.01% 361
2023
Q4 		$1.18K Buy
12
+4
+50% +$352 ﹤0.01% 383
2023
Q3 		$669 Hold
8
– – ﹤0.01% 402
2023
Q2 		$750 Hold
8
– – ﹤0.01% 394
2023
Q1 		$645 Buy
+8
New +$674 ﹤0.01% 403

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Trifecta Capital Advisors's SWK Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of Stanley Black & Decker (SWK) in Q2 2025, closing a stake of 12 shares — an estimated $923 sold.

Trifecta Capital Advisors first reported a position in SWK in Q1 2023 and held it in 9 quarters. The position peaked at $1.32K in Q3 2024. 704 funds tracked by Wall St. Rank hold SWK as of Q2 2025.

  • Trifecta Capital Advisors reported no remaining Stanley Black & Decker position as of Q2 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 12 Stanley Black & Decker shares in Q2 2025, an estimated $923.
  • Trifecta Capital Advisors first reported a position in Stanley Black & Decker in Q1 2023 and held it in 9 quarters.
  • Trifecta Capital Advisors's Stanley Black & Decker position peaked at $1.32K in Q3 2024.
  • 704 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.