Encompass Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Encompass Wealth 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
2024 Q4	–	Sell	-1,063	Closed	-$406K	–	130
2024 Q3	$406K	Hold	1,063	–	–	0.1%	169
2024 Q2	$317K	Hold	1,063	–	–	0.08%	180
2024 Q1	$369K	Hold	1,063	–	–	0.1%	175
2023 Q4	$332K	Hold	1,063	–	–	0.1%	159
2023 Q3	$271K	Hold	1,063	–	–	0.09%	166
2023 Q2	$282K	Hold	1,063	–	–	0.09%	168
2023 Q1	$239K	Hold	1,063	–	–	0.08%	175
2022 Q4	$252K	Buy	+1,063	New	+$246K	0.09%	167
2022 Q1	–	Sell	-575	Closed	-$202K	–	363
2021 Q4	$202K	Buy	+575	New	+$186K	0.05%	221

Other funds holding SHW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Encompass Wealth Advisors's SHW Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 1,063 shares — an estimated $406K sold.

Encompass Wealth Advisors first reported a position in SHW in Q4 2021 and held it in 9 quarters. The position peaked at $406K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

Encompass Wealth Advisors reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 1,063 Sherwin-Williams shares in Q4 2024, an estimated $406K.
Encompass Wealth Advisors first reported a position in Sherwin-Williams in Q4 2021 and held it in 9 quarters.
Encompass Wealth Advisors's Sherwin-Williams position peaked at $406K in Q3 2024.
1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.