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Valued Wealth Advisors’s Stanley Black & Decker SWK Stock Holding History

Valued Wealth 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
Q3 		– Sell
-7
Closed -$475 – 638
2025
Q2 		$475 Hold
7
– – ﹤0.01% 520
2025
Q1 		$539 Hold
7
– – ﹤0.01% 551
2024
Q4 		$563 Hold
7
– – ﹤0.01% 547
2024
Q3 		$771 Buy
+7
New +$672 ﹤0.01% 490
2024
Q2 		– Sell
-3
Closed -$294 – 628
2024
Q1 		$294 Hold
3
– – ﹤0.01% 528
2023
Q4 		$251 Buy
+3
New +$264 ﹤0.01% 485

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

Valued Wealth Advisors's SWK Position: Q3 2025 in Review

Valued Wealth Advisors sold out of Stanley Black & Decker (SWK) in Q3 2025, closing a stake of 7 shares — an estimated $475 sold.

Valued Wealth Advisors first reported a position in SWK in Q4 2023 and held it in 6 quarters. The position peaked at $771 in Q3 2024. 699 funds tracked by Wall St. Rank hold SWK as of Q3 2025.

  • Valued Wealth Advisors reported no remaining Stanley Black & Decker position as of Q3 2025 after selling out during the quarter.
  • Valued Wealth Advisors sold 7 Stanley Black & Decker shares in Q3 2025, an estimated $475.
  • Valued Wealth Advisors first reported a position in Stanley Black & Decker in Q4 2023 and held it in 6 quarters.
  • Valued Wealth Advisors's Stanley Black & Decker position peaked at $771 in Q3 2024.
  • 699 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2025.

Based on Valued Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.