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Carolina Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Carolina Wealth Advisors’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
-3
Closed -$1.03K – 289
2025
Q2 		$1.03K Hold
3
– – ﹤0.01% 239
2025
Q1 		$1.05K Hold
3
– – ﹤0.01% 250
2024
Q4 		$1.02K Sell
3
-33
-92% -$12.3K ﹤0.01% 261
2024
Q3 		$13.7K Buy
36
+3
+9% +$1.05K 0.01% 156
2024
Q2 		$9.85K Hold
33
– – ﹤0.01% 141
2024
Q1 		$11.5K Hold
33
– – 0.01% 139
2023
Q4 		$10.3K Hold
33
– – 0.01% 156
2023
Q3 		$8.42K Hold
33
– – ﹤0.01% 170
2023
Q2 		$8.76K Hold
33
– – 0.01% 159
2023
Q1 		$7.42K Hold
33
– – ﹤0.01% 158
2022
Q4 		$8K Hold
33
– – 0.01% 155
2022
Q3 		$7K Hold
33
– – 0.01% 157
2022
Q2 		$7K Hold
33
– – ﹤0.01% 184
2022
Q1 		$8K Hold
33
– – 0.01% 192
2021
Q4 		$12K Hold
33
– – 0.01% 180
2021
Q3 		$9K Hold
33
– – 0.01% 184
2021
Q2 		$9K Hold
33
– – 0.01% 191
2021
Q1 		$8K Hold
33
– – 0.01% 217
2020
Q4 		$8K Hold
33
– – 0.01% 157
2020
Q3 		$8K Hold
33
– – 0.01% 148
2020
Q2 		$6K Hold
33
– – 0.01% 134
2020
Q1 		$5K Hold
33
– – 0.01% 133
2019
Q4 		$6K Buy
+33
New +$6.29K 0.01% 145

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

Carolina Wealth Advisors's SHW Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 3 shares — an estimated $1.03K sold.

Carolina Wealth Advisors first reported a position in SHW in Q4 2019 and held it in 23 quarters. The position peaked at $13.7K in Q3 2024. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 3 Sherwin-Williams shares in Q3 2025, an estimated $1.03K.
  • Carolina Wealth Advisors first reported a position in Sherwin-Williams in Q4 2019 and held it in 23 quarters.
  • Carolina Wealth Advisors's Sherwin-Williams position peaked at $13.7K in Q3 2024.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.