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Carolinas Wealth Consulting’s Sherwin-Williams SHW Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-259
Closed -$90.5K – 780
2025
Q1 		$90.5K Hold
259
– – 0.02% 259
2024
Q4 		$87.8K Sell
259
-2
-0.8% -$746 0.02% 272
2024
Q3 		$99.6K Buy
261
+3
+1% +$1.05K 0.02% 263
2024
Q2 		$77K Sell
258
-1
-0.4% -$309 0.01% 300
2024
Q1 		$89.9K Buy
259
+202
+354% +$64.4K 0.02% 279
2023
Q4 		$17.7K Hold
57
– – ﹤0.01% 465
2023
Q3 		$13.5K Buy
57
+4
+8% +$1.07K ﹤0.01% 485
2023
Q2 		$13.9K Sell
53
-34
-39% -$8K ﹤0.01% 545
2023
Q1 		$19.5K Buy
87
+10
+13% +$2.29K ﹤0.01% 504
2022
Q4 		$18.2K Buy
77
+7
+10% +$1.62K ﹤0.01% 517
2022
Q3 		$14K Buy
70
+1
+1% +$237 ﹤0.01% 510
2022
Q2 		$16K Hold
69
– – ﹤0.01% 497
2022
Q1 		$17K Buy
69
+18
+35% +$4.97K ﹤0.01% 518
2021
Q4 		$18K Buy
51
+11
+28% +$3.55K ﹤0.01% 515
2021
Q3 		$11K Sell
40
-140
-78% -$41K ﹤0.01% 574
2021
Q2 		$49K Hold
180
– – 0.01% 368
2021
Q1 		$44K Hold
180
– – 0.01% 380
2020
Q4 		$44K Buy
180
+27
+18% +$6.41K 0.01% 361
2020
Q3 		$36K Buy
+153
New +$33.4K 0.01% 329

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolinas Wealth Consulting's SHW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Sherwin-Williams (SHW) in Q2 2025, closing a stake of 259 shares — an estimated $90.5K sold.

Carolinas Wealth Consulting first reported a position in SHW in Q3 2020 and held it in 19 quarters. The position peaked at $99.6K in Q3 2024. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Sherwin-Williams position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 259 Sherwin-Williams shares in Q2 2025, an estimated $90.5K.
  • Carolinas Wealth Consulting first reported a position in Sherwin-Williams in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Sherwin-Williams position peaked at $99.6K in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.