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Wood Tarver Financial Group’s Stanley Black & Decker SWK Stock Holding History

Wood Tarver Financial Group’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
-43
Closed -$2K – 577
2025
Q2 		$2K Buy
43
+1
+2% +$65 ﹤0.01% 527
2025
Q1 		$3.25K Hold
42
– – ﹤0.01% 492
2024
Q4 		$3K Buy
+42
New +$3.9K ﹤0.01% 491

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

Wood Tarver Financial Group's SWK Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Stanley Black & Decker (SWK) in Q3 2025, closing a stake of 43 shares — an estimated $2K sold.

Wood Tarver Financial Group first reported a position in SWK in Q4 2024 and held it in 3 quarters. The position peaked at $3.25K in Q1 2025. 699 funds tracked by Wall St. Rank hold SWK as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Stanley Black & Decker position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 43 Stanley Black & Decker shares in Q3 2025, an estimated $2K.
  • Wood Tarver Financial Group first reported a position in Stanley Black & Decker in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Stanley Black & Decker position peaked at $3.25K in Q1 2025.
  • 699 funds tracked by Wall St. Rank held Stanley Black & Decker as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.