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Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Financial 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
Q3 		$208K Hold
600
– – 0.04% 78
2025
Q2 		$206K Hold
600
– – 0.04% 76
2025
Q1 		$210K Hold
600
– – 0.04% 78
2024
Q4 		$204K Hold
600
– – 0.04% 82
2024
Q3 		$229K Buy
+600
New +$209K 0.04% 75
2024
Q2 		– Sell
-600
Closed -$208K – 77
2024
Q1 		$208K Buy
+600
New +$191K 0.04% 76
2022
Q1 		– Sell
-600
Closed -$211K – 89
2021
Q4 		$211K Buy
+600
New +$194K 0.06% 83

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Financial Advisors's SHW Position: Q3 2025 in Review

Financial Advisors held its Sherwin-Williams (SHW) position steady in Q3 2025 at 600 shares worth $208K. The position accounts for 0.04% of the portfolio, ranked #78.

Financial Advisors first reported a position in SHW in Q4 2021 and has held it in 7 quarters since. The position peaked at $229K in Q3 2024. 1,636 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Financial Advisors held 600 shares of Sherwin-Williams worth $208K as of Q3 2025.
  • Financial Advisors left its Sherwin-Williams share count unchanged in Q3 2025.
  • Sherwin-Williams made up 0.04% of Financial Advisors's portfolio in Q3 2025, its #78 holding.
  • Financial Advisors first reported a position in Sherwin-Williams in Q4 2021 and has held it in 7 quarters since.
  • Financial Advisors's Sherwin-Williams position peaked at $229K in Q3 2024.
  • 1,636 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.