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Financial Advocates Investment Management’s Sherwin-Williams SHW Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-1,129
Closed -$388K – 496
2025
Q2 		$388K Sell
1,129
-780
-41% -$270K 0.03% 431
2025
Q1 		$667K Buy
1,909
+54
+3% +$19K 0.05% 364
2024
Q4 		$631K Sell
1,855
-60
-3% -$22.4K 0.04% 396
2024
Q3 		$731K Sell
1,915
-54
-3% -$18.8K 0.04% 369
2024
Q2 		$587K Buy
1,969
+2
+0.1% +$619 0.04% 397
2024
Q1 		$683K Buy
1,967
+32
+2% +$10.2K 0.04% 390
2023
Q4 		$603K Buy
1,935
+102
+6% +$27.4K 0.04% 384
2023
Q3 		$468K Hold
1,833
– – 0.03% 430
2023
Q2 		$487K Buy
1,833
+228
+14% +$53.7K 0.03% 415
2023
Q1 		$361K Buy
1,605
+75
+5% +$17.2K 0.03% 500
2022
Q4 		$363K Buy
+1,530
New +$354K 0.03% 515
2022
Q3 		– Sell
-1,110
Closed -$249K – 823
2022
Q2 		$249K Buy
+1,110
New +$285K 0.02% 559
2021
Q4 		– Sell
-739
Closed -$207K – 809
2021
Q3 		$207K Sell
739
-432
-37% -$126K 0.01% 700
2021
Q2 		$232K Buy
1,171
+34
+3% +$9.31K 0.02% 665
2021
Q1 		$208K Buy
+1,137
New +$271K 0.01% 706
2020
Q3 		– Sell
-1,194
Closed -$230K – 680
2020
Q2 		$230K Buy
+1,194
New +$215K 0.02% 528
2018
Q4 		– Sell
-2,946
Closed -$447K – 499
2018
Q3 		$447K Hold
2,946
– – 0.05% 306
2018
Q2 		$399K Buy
2,946
+3
+0.1% +$388 0.05% 306
2018
Q1 		$385K Buy
2,943
+150
+5% +$20.4K 0.05% 308
2017
Q4 		$382K Buy
+2,793
New +$367K 0.05% 306

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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 $717B AUM 35.42% 1-Year Est. Return

Financial Advocates Investment Management's SHW Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 1,129 shares — an estimated $388K sold.

Financial Advocates Investment Management first reported a position in SHW in Q4 2017 and held it in 20 quarters. The position peaked at $731K in Q3 2024. 1,637 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,129 Sherwin-Williams shares in Q3 2025, an estimated $388K.
  • Financial Advocates Investment Management first reported a position in Sherwin-Williams in Q4 2017 and held it in 20 quarters.
  • Financial Advocates Investment Management's Sherwin-Williams position peaked at $731K in Q3 2024.
  • 1,637 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.