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BSW Wealth Partners’s Sherwin-Williams SHW Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-960
Closed -$329K – 349
2025
Q2 		$329K Sell
960
-136
-12% -$47.1K 0.05% 229
2025
Q1 		$383K Buy
1,096
+18
+2% +$6.32K 0.06% 198
2024
Q4 		$366K Buy
1,078
+135
+14% +$50.4K 0.05% 201
2024
Q3 		$360K Buy
943
+119
+14% +$41.5K 0.05% 203
2024
Q2 		$246K Sell
824
-84
-9% -$26K 0.04% 246
2024
Q1 		$315K Sell
908
-79
-8% -$25.2K 0.05% 216
2023
Q4 		$308K Sell
987
-233
-19% -$62.7K 0.06% 202
2023
Q3 		$311K Buy
1,220
+11
+0.9% +$2.94K 0.07% 170
2023
Q2 		$321K Sell
1,209
-6
-0.5% -$1.41K 0.07% 173
2023
Q1 		$273K Sell
1,215
-1,049
-46% -$240K 0.06% 231
2022
Q4 		$537K Sell
2,264
-505
-18% -$117K 0.12% 127
2022
Q3 		$567K Buy
2,769
+81
+3% +$19.2K 0.14% 100
2022
Q2 		$602K Buy
2,688
+63
+2% +$16.2K 0.14% 106
2022
Q1 		$655K Buy
2,625
+1,041
+66% +$288K 0.17% 102
2021
Q4 		$558K Buy
1,584
+60
+4% +$19.4K 0.14% 102
2021
Q3 		$426K Buy
1,524
+202
+15% +$59.1K 0.12% 121
2021
Q2 		$360K Buy
1,322
+272
+26% +$74.5K 0.1% 146
2021
Q1 		$258K Buy
1,050
+126
+14% +$30K 0.07% 168
2020
Q4 		$226K Buy
924
+21
+2% +$4.98K 0.07% 159
2020
Q3 		$210K Sell
903
-468
-34% -$102K 0.08% 134
2020
Q2 		$264K Buy
+1,371
New +$247K 0.09% 115
2020
Q1 		– Sell
-1,050
Closed -$204K – 132
2019
Q4 		$204K Sell
1,050
-114
-10% -$21.7K 0.07% 120
2019
Q3 		$213K Buy
+1,164
New +$198K 0.08% 98

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BSW Wealth Partners's SHW Position: Q3 2025 in Review

BSW Wealth Partners sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 960 shares — an estimated $329K sold.

BSW Wealth Partners first reported a position in SHW in Q3 2019 and held it in 23 quarters. The position peaked at $655K in Q1 2022. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • BSW Wealth Partners reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 960 Sherwin-Williams shares in Q3 2025, an estimated $329K.
  • BSW Wealth Partners first reported a position in Sherwin-Williams in Q3 2019 and held it in 23 quarters.
  • BSW Wealth Partners's Sherwin-Williams position peaked at $655K in Q1 2022.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.