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Congress Wealth Management’s Sherwin-Williams SHW Stock Holding History

Congress 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 		$3.03M Buy
8,837
+104
+1% +$36K 0.03% 490
2025
Q1 		$3.04M Sell
8,733
-44,116
-83% -$15.5M 0.04% 409
2024
Q4 		$18M Buy
52,849
+363
+0.7% +$135K 0.25% 117
2024
Q3 		$20M Buy
52,486
+592
+1% +$207K 0.27% 96
2024
Q2 		$15.5M Buy
51,894
+2,351
+5% +$727K 0.25% 117
2024
Q1 		$17.2M Buy
49,543
+931
+2% +$297K 0.3% 91
2023
Q4 		$15.2M Buy
48,612
+91
+0.2% +$24.5K 0.28% 99
2023
Q3 		$12.4M Buy
48,521
+1,830
+4% +$490K 0.26% 111
2023
Q2 		$12.4M Buy
46,691
+808
+2% +$190K 0.29% 105
2023
Q1 		$10.3M Buy
45,883
+211
+0.5% +$48.3K 0.25% 128
2022
Q4 		$10.8M Sell
45,672
-72
-0.2% -$16.6K 0.28% 110
2022
Q3 		$9.37M Buy
45,744
+2,354
+5% +$558K 0.25% 119
2022
Q2 		$9.71M Buy
43,390
+310
+0.7% +$79.5K 0.25% 120
2022
Q1 		$10.8M Buy
43,080
+1,627
+4% +$449K 0.24% 116
2021
Q4 		$14.6M Buy
+41,453
New +$13.4M 0.29% 92

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management increased its Sherwin-Williams (SHW) stake by 1.2% in Q2 2025, buying an estimated $36K and bringing the position to 8,837 shares worth $3.03M. The position accounts for 0.03% of the portfolio, ranked #490.

Congress Wealth Management first reported a position in SHW in Q4 2021 and has held it in 15 quarters since. The position peaked at $20M in Q3 2024. 1,649 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

  • Congress Wealth Management held 8,837 shares of Sherwin-Williams worth $3.03M as of Q2 2025.
  • Congress Wealth Management bought 104 Sherwin-Williams shares in Q2 2025, an estimated $36K.
  • Sherwin-Williams made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #490 holding.
  • Congress Wealth Management first reported a position in Sherwin-Williams in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Sherwin-Williams position peaked at $20M in Q3 2024.
  • 1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.