BHPW
SHW icon

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
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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Beverly Hills Private Wealth's SHW Position: Q4 2025 in Review

Beverly Hills Private Wealth sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 588 shares — an estimated $204K sold.

Beverly Hills Private Wealth first reported a position in SHW in Q1 2024 and held it in 6 quarters. The position peaked at $231K in Q3 2024. 1,720 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

  • Beverly Hills Private Wealth reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 588 Sherwin-Williams shares in Q4 2025, an estimated $204K.
  • Beverly Hills Private Wealth first reported a position in Sherwin-Williams in Q1 2024 and held it in 6 quarters.
  • Beverly Hills Private Wealth's Sherwin-Williams position peaked at $231K in Q3 2024.
  • 1,720 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2025, filed 4 Feb 2026.