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Financial Gravity Companies’s Sherwin-Williams SHW Stock Holding History

Financial Gravity Companies’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
Q2 		$4.38M Buy
+12,762
New +$4.42M 0.86% 32
2024
Q4 		$4.34M Hold
12,762
– – 0.99% 25
2024
Q3 		$4.87M Buy
+12,762
New +$4.45M 1.3% 21
2018
Q4 		$1.77M Buy
+12,762
New +$1.72M 1.61% 11

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Gravity Companies's SHW Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Sherwin-Williams (SHW) in Q2 2025: 12,762 shares worth $4.38M. The stake represents 0.86% of the portfolio and ranks #32 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHW as recently as Q4 2024.

Financial Gravity Companies first reported a position in SHW in Q4 2018 and has held it in 4 quarters since. The position peaked at $4.87M in Q3 2024. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

  • Financial Gravity Companies held 12,762 shares of Sherwin-Williams worth $4.38M as of Q2 2025.
  • Sherwin-Williams was a new Financial Gravity Companies position in Q2 2025.
  • Sherwin-Williams made up 0.86% of Financial Gravity Companies's portfolio in Q2 2025, its #32 holding.
  • Financial Gravity Companies first reported a position in Sherwin-Williams in Q4 2018 and has held it in 4 quarters since.
  • Financial Gravity Companies's Sherwin-Williams position peaked at $4.87M in Q3 2024.
  • 1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.