Atala Financial’s Sherwin-Williams SHW Stock Holding History

Atala Financial’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	-37	Closed	-$12.9K	–	389
2025 Q1	$12.9K	Hold	37	–	–	0.01%	288
2024 Q4	$12.6K	Buy	+37	New	+$13.8K	0.01%	293

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Atala Financial's SHW Position: Q2 2025 in Review

Atala Financial sold out of Sherwin-Williams (SHW) in Q2 2025, closing a stake of 37 shares — an estimated $12.9K sold.

Atala Financial first reported a position in SHW in Q4 2024 and held it in 2 quarters. The position peaked at $12.9K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

Atala Financial reported no remaining Sherwin-Williams position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 37 Sherwin-Williams shares in Q2 2025, an estimated $12.9K.
Atala Financial first reported a position in Sherwin-Williams in Q4 2024 and held it in 2 quarters.
Atala Financial's Sherwin-Williams position peaked at $12.9K in Q1 2025.
1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.