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Claro Advisors’s Sherwin-Williams SHW Stock Holding History

Claro 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
Q2 		– Sell
-2,341
Closed -$817K – 493
2025
Q1 		$817K Sell
2,341
-196
-8% -$68.8K 0.11% 173
2024
Q4 		$863K Sell
2,537
-568
-18% -$212K 0.12% 164
2024
Q3 		$1.19M Buy
3,105
+149
+5% +$52K 0.15% 127
2024
Q2 		$882K Sell
2,956
-53
-2% -$16.4K 0.14% 152
2024
Q1 		$1.05M Buy
3,009
+106
+4% +$33.8K 0.18% 123
2023
Q4 		$905K Buy
2,903
+5
+0.2% +$1.34K 0.2% 120
2023
Q3 		$739K Buy
2,898
+11
+0.4% +$2.94K 0.18% 131
2023
Q2 		$767K Buy
2,887
+501
+21% +$118K 0.19% 133
2023
Q1 		$536K Buy
2,386
+199
+9% +$45.5K 0.16% 165
2022
Q4 		$519K Buy
+2,187
New +$506K 0.17% 145
2019
Q1 		– Sell
-183
Closed -$28K – 794
2018
Q4 		$28K Buy
+183
New +$24.7K 0.02% 472

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

Claro Advisors's SHW Position: Q2 2025 in Review

Claro Advisors sold out of Sherwin-Williams (SHW) in Q2 2025, closing a stake of 2,341 shares — an estimated $817K sold.

Claro Advisors first reported a position in SHW in Q4 2018 and held it in 11 quarters. The position peaked at $1.19M in Q3 2024. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

  • Claro Advisors reported no remaining Sherwin-Williams position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 2,341 Sherwin-Williams shares in Q2 2025, an estimated $817K.
  • Claro Advisors first reported a position in Sherwin-Williams in Q4 2018 and held it in 11 quarters.
  • Claro Advisors's Sherwin-Williams position peaked at $1.19M in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.