Beverly Hills Private Wealth’s Sherwin-Williams SHW Stock Holding History

Beverly Hills Private 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 Q4	–	Sell	-588	Closed	-$204K	–	355
2025 Q3	$204K	Sell	588 -9	-2%	-$3.17K	0.04%	328
2025 Q2	$205K	Hold	597	–	–	0.04%	323
2025 Q1	$208K	Sell	597 -8	-1%	-$2.81K	0.04%	328
2024 Q4	$206K	Hold	605	–	–	0.04%	319
2024 Q3	$231K	Buy	+605	New	+$211K	0.05%	308
2024 Q2	–	Sell	-600	Closed	-$208K	–	367
2024 Q1	$208K	Buy	+600	New	+$191K	0.05%	339

Other funds holding SHW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates

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

DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM