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Evanson Asset Management’s Sherwin-Williams SHW Stock Holding History

Evanson Asset 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
Q4 		– Sell
-605
Closed -$209K – 335
2025
Q3 		$209K Sell
605
-66
-10% -$23.3K 0.01% 314
2025
Q2 		$230K Hold
671
– – 0.01% 304
2025
Q1 		$234K Buy
+671
New +$235K 0.02% 276

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Evanson Asset Management's SHW Position: Q4 2025 in Review

Evanson Asset Management sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 605 shares — an estimated $209K sold.

Evanson Asset Management first reported a position in SHW in Q1 2025 and held it in 3 quarters. The position peaked at $234K in Q1 2025. 1,713 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

  • Evanson Asset Management reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
  • Evanson Asset Management sold 605 Sherwin-Williams shares in Q4 2025, an estimated $209K.
  • Evanson Asset Management first reported a position in Sherwin-Williams in Q1 2025 and held it in 3 quarters.
  • Evanson Asset Management's Sherwin-Williams position peaked at $234K in Q1 2025.
  • 1,713 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Evanson Asset Management's 13F filing for Q4 2025, filed 12 Jan 2026.