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Financial Enhancement Group’s Sherwin-Williams SHW Stock Holding History

Financial Enhancement 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
Q3 		– Sell
-8,764
Closed -$3.03M – 137
2025
Q2 		$3.03M Sell
8,764
-4,912
-36% -$1.7M 0.43% 56
2025
Q1 		$4.54M Sell
13,676
-5,446
-28% -$1.91M 0.71% 43
2024
Q4 		$6.43M Buy
+19,122
New +$7.14M 0.98% 35
2024
Q3 		– Sell
-14,935
Closed -$5.23M – 138
2024
Q2 		$5.23M Buy
14,935
+175
+1% +$54.1K 0.84% 39
2024
Q1 		$4.7M Buy
+14,760
New +$4.7M 0.77% 49
2019
Q4 		– Sell
-321
Closed -$59K – 298
2019
Q3 		$59K Hold
321
– – 0.02% 119
2019
Q2 		$49K Sell
321
-168
-34% -$25.1K 0.01% 124
2019
Q1 		$70K Sell
489
-75
-13% -$10.4K 0.02% 126
2018
Q4 		$86K Hold
564
– – 0.03% 108
2018
Q3 		$86K Hold
564
– – 0.03% 108
2018
Q2 		$77K Hold
564
– – 0.03% 104
2018
Q1 		$74K Buy
+564
New +$76.9K 0.03% 109
2016
Q4 		– Sell
-46,500
Closed -$4.29M – 65
2016
Q3 		$4.29M Buy
+46,500
New +$4.51M 2.33% 14

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 $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 Enhancement Group's SHW Position: Q3 2025 in Review

Financial Enhancement Group sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 8,764 shares — an estimated $3.03M sold.

Financial Enhancement Group first reported a position in SHW in Q3 2016 and held it in 13 quarters. The position peaked at $6.43M in Q4 2024. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Financial Enhancement Group reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Financial Enhancement Group sold 8,764 Sherwin-Williams shares in Q3 2025, an estimated $3.03M.
  • Financial Enhancement Group first reported a position in Sherwin-Williams in Q3 2016 and held it in 13 quarters.
  • Financial Enhancement Group's Sherwin-Williams position peaked at $6.43M in Q4 2024.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Financial Enhancement Group's 13F filing for Q3 2025, filed 9 Oct 2025.