Castleview Partners’s Sherwin-Williams SHW Stock Holding History

Castleview 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 Q1	–	Sell	-174	Closed	-$58K	–	490
2024 Q4	$58K	Hold	174	–	–	0.03%	320
2024 Q3	$66.4K	Hold	174	–	–	0.04%	286
2024 Q2	$51.9K	Sell	174 -140	-45%	-$43.3K	0.03%	330
2024 Q1	$109K	Sell	314 -43	-12%	-$13.7K	0.06%	247
2023 Q4	$111K	Buy	357 +1	+0.3%	+$269	0.08%	196
2023 Q3	$90.8K	Hold	356	–	–	0.08%	188
2023 Q2	$94.5K	Hold	356	–	–	0.09%	189
2023 Q1	$80K	Hold	356	–	–	0.07%	200
2022 Q4	$84.5K	Hold	356	–	–	0.08%	175
2022 Q3	$73K	Buy	356 +336	+1,680%	+$79.6K	0.07%	196
2022 Q2	$624	Sell	20 -336	-94%	-$86.2K	﹤0.01%	718
2022 Q1	$88K	Sell	356 -789,225	-100%	-$218M	0.05%	258
2021 Q4	$2.24K	Buy	+789,581	New	+$255M	0.02%	265
2021 Q2	$169K	Buy	+619	New	+$170K	0.07%	227

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Castleview Partners's SHW Position: Q1 2025 in Review

Castleview Partners sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 174 shares — an estimated $58K sold.

Castleview Partners first reported a position in SHW in Q2 2021 and held it in 14 quarters. The position peaked at $169K in Q2 2021. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

Castleview Partners reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 174 Sherwin-Williams shares in Q1 2025, an estimated $58K.
Castleview Partners first reported a position in Sherwin-Williams in Q2 2021 and held it in 14 quarters.
Castleview Partners's Sherwin-Williams position peaked at $169K in Q2 2021.
1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.