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Copperwynd Financial’s Sherwin-Williams SHW Stock Holding History

Copperwynd Financial’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 		$1.04M Buy
3,019
+65
+2% +$22.5K 0.26% 66
2025
Q1 		$1.03M Buy
2,954
+214
+8% +$75.1K 0.28% 66
2024
Q4 		$931K Buy
2,740
+131
+5% +$48.9K 0.26% 70
2024
Q3 		$996K Buy
2,609
+1,887
+261% +$659K 0.3% 61
2024
Q2 		$253K Buy
722
+51
+8% +$15.8K 0.08% 126
2024
Q1 		$233K Buy
+671
New +$214K 0.08% 128

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

Copperwynd Financial's SHW Position: Q2 2025 in Review

Copperwynd Financial increased its Sherwin-Williams (SHW) stake by 2.2% in Q2 2025, buying an estimated $22.5K and bringing the position to 3,019 shares worth $1.04M. The position accounts for 0.26% of the portfolio, ranked #66.

Copperwynd Financial first reported a position in SHW in Q1 2024 and has held it in 6 quarters since. 1,647 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

  • Copperwynd Financial held 3,019 shares of Sherwin-Williams worth $1.04M as of Q2 2025.
  • Copperwynd Financial bought 65 Sherwin-Williams shares in Q2 2025, an estimated $22.5K.
  • Sherwin-Williams made up 0.26% of Copperwynd Financial's portfolio in Q2 2025, its #66 holding.
  • Copperwynd Financial first reported a position in Sherwin-Williams in Q1 2024 and has held it in 6 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.