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CIA
Choate Investment Advisors’s
Sherwin-Williams
SHW
Stock Holding History
Choate Investment Advisors’s Portfolio
SHW Stock Details
SHW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$437K
Buy
1,363
+25
+2%
+$8.61K
0.01%
314
2025
Q4
$434K
Buy
1,338
+130
+11%
+$43.5K
0.01%
324
2025
Q3
$418K
Sell
1,208
-217
-15%
-$76.5K
0.01%
310
2025
Q2
$489K
Sell
1,425
-26
-2%
-$9.01K
0.01%
274
2025
Q1
$507K
Buy
1,451
+339
+30%
+$119K
0.01%
253
2024
Q4
$378K
Buy
1,112
+24
+2%
+$8.96K
0.01%
299
2024
Q3
$415K
Buy
1,088
+145
+15%
+$50.6K
0.01%
281
2024
Q2
$281K
Buy
943
+51
+6%
+$15.8K
0.01%
312
2024
Q1
$310K
Buy
892
+64
+8%
+$20.4K
0.01%
330
2023
Q4
$258K
Sell
828
-2,784
-77%
-$749K
0.01%
325
2023
Q3
$921K
Buy
+3,612
New
+$967K
0.04%
171
2022
Q2
–
Sell
-1,440
Closed
-$360K
–
372
2022
Q1
$360K
Hold
1,440
–
–
0.02%
227
2021
Q4
$508K
Buy
+1,440
New
+$465K
0.03%
182
Other funds holding SHW
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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