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Atria Wealth Solutions’s Sherwin-Williams SHW Stock Holding History

Atria Wealth Solutions’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 		$1.44M Sell
4,154
-4,757
-53% -$1.65M 0.03% 511
2025
Q1 		$3.11M Buy
8,911
+562
+7% +$197K 0.04% 487
2024
Q4 		$2.84M Sell
8,349
-692
-8% -$258K 0.03% 522
2024
Q3 		$3.45M Sell
9,041
-555
-6% -$194K 0.04% 447
2024
Q2 		$2.86M Buy
9,596
+1,856
+24% +$574K 0.03% 507
2024
Q1 		$2.69M Sell
7,740
-410
-5% -$131K 0.03% 533
2023
Q4 		$2.54M Buy
8,150
+566
+7% +$152K 0.03% 531
2023
Q3 		$1.93M Buy
7,584
+801
+12% +$214K 0.03% 573
2023
Q2 		$1.8M Sell
6,783
-182
-3% -$42.8K 0.02% 603
2023
Q1 		$1.57M Buy
6,965
+84
+1% +$19.2K 0.02% 630
2022
Q4 		$1.63M Buy
6,881
+519
+8% +$120K 0.03% 585
2022
Q3 		$1.3M Buy
6,362
+4,296
+208% +$1.02M 0.02% 628
2022
Q2 		$462K Sell
2,066
-401
-16% -$103K 0.01% 1009
2022
Q1 		$615K Buy
+2,467
New +$681K 0.01% 949

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Atria Wealth Solutions's SHW Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Sherwin-Williams (SHW) stake by 53% in Q2 2025, selling an estimated $1.65M and leaving 4,154 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #511.

Atria Wealth Solutions first reported a position in SHW in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.45M in Q3 2024. 1,648 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

  • Atria Wealth Solutions held 4,154 shares of Sherwin-Williams worth $1.44M as of Q2 2025.
  • Atria Wealth Solutions sold 4,757 Sherwin-Williams shares in Q2 2025, an estimated $1.65M.
  • Sherwin-Williams made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #511 holding.
  • Atria Wealth Solutions first reported a position in Sherwin-Williams in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Sherwin-Williams position peaked at $3.45M in Q3 2024.
  • 1,648 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.