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Caliber Wealth Management (Kansas)’s Sherwin-Williams SHW Stock Holding History

Caliber Wealth Management (Kansas)’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
-1,009
Closed -$346K – 289
2025
Q2 		$346K Sell
1,009
-156
-13% -$54K 0.04% 217
2025
Q1 		$407K Buy
+1,165
New +$409K 0.06% 174

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
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

Caliber Wealth Management (Kansas)'s SHW Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 1,009 shares — an estimated $346K sold.

Caliber Wealth Management (Kansas) first reported a position in SHW in Q1 2025 and held it in 2 quarters. The position peaked at $407K in Q1 2025. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 1,009 Sherwin-Williams shares in Q3 2025, an estimated $346K.
  • Caliber Wealth Management (Kansas) first reported a position in Sherwin-Williams in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Sherwin-Williams position peaked at $407K in Q1 2025.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.