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1776 Wealth’s Sherwin-Williams SHW Stock Holding History

1776 Wealth’s Portfolio SHW Stock Details SHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,796
Closed -$617K – 151
2025
Q2 		$617K Sell
1,796
-29
-2% -$10K 0.25% 74
2025
Q1 		$637K Sell
1,825
-23
-1% -$8.07K 0.29% 65
2024
Q4 		$628K Hold
1,848
– – 0.29% 67
2024
Q3 		$705K Sell
1,848
-129
-7% -$45K 0.32% 59
2024
Q2 		$590K Buy
1,977
+13
+0.7% +$4.02K 0.27% 76
2024
Q1 		$682K Sell
1,964
-29
-1% -$9.24K 0.32% 56
2023
Q4 		$622K Hold
1,993
– – 0.31% 58
2023
Q3 		$508K Hold
1,993
– – 0.27% 64
2023
Q2 		$529K Buy
1,993
+1,035
+108% +$244K 0.28% 68
2023
Q1 		$215K Hold
958
– – 0.13% 112
2022
Q4 		$227K Buy
+958
New +$222K 0.16% 107
2022
Q3 		– Sell
-958
Closed -$215K – 117
2022
Q2 		$215K Hold
958
– – 0.15% 108
2022
Q1 		$239K Sell
958
-269
-22% -$74.3K 0.14% 109
2021
Q4 		$432K Buy
1,227
+190
+18% +$61.4K 0.23% 77
2021
Q3 		$290K Buy
1,037
+47
+5% +$13.8K 0.17% 98
2021
Q2 		$270K Hold
990
– – 0.15% 99
2021
Q1 		$244K Sell
990
-27
-3% -$6.43K 0.15% 101
2020
Q4 		$249K Buy
1,017
+15
+1% +$3.56K 0.16% 97
2020
Q3 		$233K Buy
1,002
+18
+2% +$3.93K 0.17% 91
2020
Q2 		$189K Buy
+984
New +$177K 0.13% 101
2020
Q1 		– Sell
-51
Closed -$9K – 349
2019
Q4 		$9K Buy
+51
New +$9.73K 0.01% 293

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

1776 Wealth's SHW Position: Q3 2025 in Review

1776 Wealth sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 1,796 shares — an estimated $617K sold.

1776 Wealth first reported a position in SHW in Q4 2019 and held it in 21 quarters. The position peaked at $705K in Q3 2024. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • 1776 Wealth reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • 1776 Wealth sold 1,796 Sherwin-Williams shares in Q3 2025, an estimated $617K.
  • 1776 Wealth first reported a position in Sherwin-Williams in Q4 2019 and held it in 21 quarters.
  • 1776 Wealth's Sherwin-Williams position peaked at $705K in Q3 2024.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on 1776 Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.