Financial Engines Advisors
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Financial Engines Advisors’s Sherwin-Williams SHW Stock Holding History

Financial Engines 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 		– Sell
-744
Closed -$256K – 560
2025
Q2 		$256K Buy
+744
New +$258K ﹤0.01% 471
2021
Q4 		– Sell
-804
Closed -$224K – 303
2021
Q3 		$224K Buy
+804
New +$235K ﹤0.01% 252
2020
Q4 		– Sell
-918
Closed -$213K – 263
2020
Q3 		$213K Buy
+918
New +$200K ﹤0.01% 225

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Financial Engines Advisors's SHW Position: Q3 2025 in Review

Financial Engines Advisors sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 744 shares — an estimated $256K sold.

Financial Engines Advisors first reported a position in SHW in Q3 2020 and held it in 3 quarters. The position peaked at $256K in Q2 2025. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Financial Engines Advisors reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Financial Engines Advisors sold 744 Sherwin-Williams shares in Q3 2025, an estimated $256K.
  • Financial Engines Advisors first reported a position in Sherwin-Williams in Q3 2020 and held it in 3 quarters.
  • Financial Engines Advisors's Sherwin-Williams position peaked at $256K in Q2 2025.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Financial Engines Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.