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AmeriServ Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

AmeriServ Wealth Advisors’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
Q2 		– Sell
-994
Closed -$347K – 62
2025
Q1 		$347K Sell
994
-192
-16% -$67.4K 0.2% 45
2024
Q4 		$403K Buy
+1,186
New +$443K 0.22% 42
2018
Q2 		– Sell
-3,000
Closed -$392K – 81
2018
Q1 		$392K Hold
3,000
– – 0.44% 46
2017
Q4 		$399K Buy
+3,000
New +$394K 0.39% 46

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AmeriServ Wealth Advisors's SHW Position: Q2 2025 in Review

AmeriServ Wealth Advisors sold out of Sherwin-Williams (SHW) in Q2 2025, closing a stake of 994 shares — an estimated $347K sold.

AmeriServ Wealth Advisors first reported a position in SHW in Q4 2017 and held it in 4 quarters. The position peaked at $403K in Q4 2024. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

  • AmeriServ Wealth Advisors reported no remaining Sherwin-Williams position as of Q2 2025 after selling out during the quarter.
  • AmeriServ Wealth Advisors sold 994 Sherwin-Williams shares in Q2 2025, an estimated $347K.
  • AmeriServ Wealth Advisors first reported a position in Sherwin-Williams in Q4 2017 and held it in 4 quarters.
  • AmeriServ Wealth Advisors's Sherwin-Williams position peaked at $403K in Q4 2024.
  • 1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on AmeriServ Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.