Fiducient Advisors’s Sherwin-Williams SHW Stock Holding History

Fiducient 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 Q1	–	Sell	-3,898	Closed	-$1.33M	–	170
2024 Q4	$1.33M	Buy	+3,898	New	+$1.45M	0.16%	59
2024 Q3	–	Sell	-861	Closed	-$257K	–	162
2024 Q2	$257K	Buy	861 +2	+0.2%	+$619	0.04%	128
2024 Q1	$298K	Buy	+859	New	+$274K	0.06%	107

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

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

Fiducient Advisors's SHW Position: Q1 2025 in Review

Fiducient Advisors sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 3,898 shares — an estimated $1.33M sold.

Fiducient Advisors first reported a position in SHW in Q1 2024 and held it in 3 quarters. The position peaked at $1.33M in Q4 2024. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

Fiducient Advisors reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
Fiducient Advisors sold 3,898 Sherwin-Williams shares in Q1 2025, an estimated $1.33M.
Fiducient Advisors first reported a position in Sherwin-Williams in Q1 2024 and held it in 3 quarters.
Fiducient Advisors's Sherwin-Williams position peaked at $1.33M in Q4 2024.
1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Fiducient Advisors's 13F filing for Q1 2025, filed 15 May 2025.