Elevate Capital Advisors’s Sherwin-Williams SHW Stock Holding History

Elevate Capital 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 Q4	–	Sell	-1,258	Closed	-$436K	–	94
2025 Q3	$436K	Sell	1,258 -631	-33%	-$222K	0.3%	59
2025 Q2	$649K	Sell	1,889 -2,311	-55%	-$801K	0.52%	58
2025 Q1	$1.47M	Sell	4,200 -103	-2%	-$36.1K	1.36%	35
2024 Q4	$1.46M	Buy	+4,303	New	+$1.61M	1.29%	31

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Elevate Capital Advisors's SHW Position: Q4 2025 in Review

Elevate Capital Advisors sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 1,258 shares — an estimated $436K sold.

Elevate Capital Advisors first reported a position in SHW in Q4 2024 and held it in 4 quarters. The position peaked at $1.47M in Q1 2025. 1,719 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

Elevate Capital Advisors reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
Elevate Capital Advisors sold 1,258 Sherwin-Williams shares in Q4 2025, an estimated $436K.
Elevate Capital Advisors first reported a position in Sherwin-Williams in Q4 2024 and held it in 4 quarters.
Elevate Capital Advisors's Sherwin-Williams position peaked at $1.47M in Q1 2025.
1,719 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Elevate Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.