CWM
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Centricity Wealth Management’s Sherwin-Williams SHW Stock Holding History

Centricity Wealth Management’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 		$24.7K Hold
72
– – 0.02% 237
2025
Q1 		$25.1K Hold
72
– – 0.02% 230
2024
Q4 		$24.5K Buy
+72
New +$26.9K 0.02% 232

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's SHW Position: Q2 2025 in Review

Centricity Wealth Management held its Sherwin-Williams (SHW) position steady in Q2 2025 at 72 shares worth $24.7K. The position accounts for 0.02% of the portfolio, ranked #237.

Centricity Wealth Management first reported a position in SHW in Q4 2024 and has held it in 3 quarters since. The position peaked at $25.1K in Q1 2025. 1,648 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

  • Centricity Wealth Management held 72 shares of Sherwin-Williams worth $24.7K as of Q2 2025.
  • Centricity Wealth Management left its Sherwin-Williams share count unchanged in Q2 2025.
  • Sherwin-Williams made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #237 holding.
  • Centricity Wealth Management first reported a position in Sherwin-Williams in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Sherwin-Williams position peaked at $25.1K in Q1 2025.
  • 1,648 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.