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Venturi Wealth Management’s Stanley Black & Decker SWK Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-2,744
Closed -$220K – 1670
2024
Q4 		$220K Buy
2,744
+298
+12% +$27.6K 0.01% 520
2024
Q3 		$269K Buy
2,446
+1,400
+134% +$134K 0.01% 405
2024
Q2 		$83.6K Buy
1,046
+560
+115% +$49.3K ﹤0.01% 540
2024
Q1 		$47.6K Buy
486
+88
+22% +$8.11K ﹤0.01% 512
2023
Q4 		$39K Buy
398
+2
+0.5% +$176 ﹤0.01% 536
2023
Q3 		$33.1K Buy
+396
New +$36.7K ﹤0.01% 529
2023
Q2 		– Sell
-15
Closed -$1.21K – 1264
2023
Q1 		$1.21K Buy
+15
New +$1.26K ﹤0.01% 1086
2022
Q1 		– Sell
-2,018
Closed -$381K – 358
2021
Q4 		$381K Sell
2,018
-750
-27% -$138K 0.03% 269
2021
Q3 		$485K Sell
2,768
-977
-26% -$191K 0.04% 242
2021
Q2 		$768K Buy
3,745
+18
+0.5% +$3.73K 0.07% 195
2021
Q1 		$744K Hold
3,727
– – 0.07% 190
2020
Q4 		$665K Sell
3,727
-73
-2% -$12.9K 0.07% 200
2020
Q3 		$616K Buy
+3,800
New +$592K 0.07% 184

Other funds holding SWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Venturi Wealth Management's SWK Position: Q1 2025 in Review

Venturi Wealth Management sold out of Stanley Black & Decker (SWK) in Q1 2025, closing a stake of 2,744 shares — an estimated $220K sold.

Venturi Wealth Management first reported a position in SWK in Q3 2020 and held it in 13 quarters. The position peaked at $768K in Q2 2021. 746 funds tracked by Wall St. Rank hold SWK as of Q1 2025.

  • Venturi Wealth Management reported no remaining Stanley Black & Decker position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,744 Stanley Black & Decker shares in Q1 2025, an estimated $220K.
  • Venturi Wealth Management first reported a position in Stanley Black & Decker in Q3 2020 and held it in 13 quarters.
  • Venturi Wealth Management's Stanley Black & Decker position peaked at $768K in Q2 2021.
  • 746 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.