Fiduciary Group’s Sherwin-Williams SHW Stock Holding History

Fiduciary Group’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	-612	Closed	-$212K	–	303
2025 Q3	$212K	Hold	612	–	–	0.02%	279
2025 Q2	$210K	Sell	612 -89	-13%	-$30.8K	0.02%	276
2025 Q1	$245K	Sell	701 -27	-4%	-$9.48K	0.02%	251
2024 Q4	$247K	Hold	728	–	–	0.02%	247
2024 Q3	$278K	Hold	728	–	–	0.03%	243
2024 Q2	$217K	Sell	728 -93	-11%	-$28.8K	0.02%	258
2024 Q1	$285K	Sell	821 -116	-12%	-$37K	0.03%	234
2023 Q4	$292K	Hold	937	–	–	0.03%	225
2023 Q3	$239K	Hold	937	–	–	0.03%	222
2023 Q2	$249K	Hold	937	–	–	0.03%	220
2023 Q1	$211K	Hold	937	–	–	0.03%	227
2022 Q4	$222K	Sell	937 -80	-8%	-$18.5K	0.03%	213
2022 Q3	$243K	Hold	1,017	–	–	0.03%	215
2022 Q2	$248K	Hold	1,017	–	–	0.03%	215
2022 Q1	$269K	Sell	1,017 -8	-0.8%	-$2.21K	0.04%	196
2021 Q4	$361K	Hold	1,025	–	–	0.04%	180
2021 Q3	$324K	Sell	1,025 -3	-0.3%	-$878	0.04%	189
2021 Q2	$305K	Sell	1,028 -2,041	-67%	-$559K	0.04%	194
2021 Q1	$280K	Buy	3,069 +2,052	+202%	+$489K	0.03%	196
2020 Q4	$244K	Hold	1,017	–	–	0.03%	197
2020 Q3	$236K	Buy	+1,017	New	+$222K	0.04%	180

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

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

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

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

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fiduciary Group's SHW Position: Q4 2025 in Review

Fiduciary Group sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 612 shares — an estimated $212K sold.

Fiduciary Group first reported a position in SHW in Q3 2020 and held it in 21 quarters. The position peaked at $361K in Q4 2021. 1,712 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

Fiduciary Group reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
Fiduciary Group sold 612 Sherwin-Williams shares in Q4 2025, an estimated $212K.
Fiduciary Group first reported a position in Sherwin-Williams in Q3 2020 and held it in 21 quarters.
Fiduciary Group's Sherwin-Williams position peaked at $361K in Q4 2021.
1,712 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Fiduciary Group's 13F filing for Q4 2025, filed 12 Feb 2026.