FORA Capital’s Sherwin-Williams SHW Stock Holding History

FORA Capital’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 Q1	–	Sell	-4,513	Closed	-$1.53M	–	637
2024 Q4	$1.53M	Buy	+4,513	New	+$1.68M	0.18%	165
2024 Q3	–	Sell	-29,657	Closed	-$8.85M	–	557
2024 Q2	$8.85M	Buy	+29,657	New	+$9.18M	1.08%	9
2022 Q3	–	Sell	-17,584	Closed	-$3.94M	–	547
2022 Q2	$3.94M	Buy	17,584 +1,249	+8%	+$320K	0.78%	23
2022 Q1	$4.13M	Buy	16,335 +13,214	+423%	+$3.65M	0.74%	21
2021 Q4	$1.1M	Buy	+3,121	New	+$1.01M	0.43%	66
2021 Q3	–	Sell	-9,183	Closed	-$2.5M	–	790
2021 Q2	$2.5M	Buy	9,183 +8,592	+1,454%	+$2.35M	0.47%	45
2021 Q1	$145K	Buy	+591	New	+$141K	0.05%	344
2020 Q4	–	Sell	-2,232	Closed	-$518K	–	1115
2020 Q3	$518K	Sell	2,232 -585	-21%	-$128K	0.34%	59
2020 Q2	$543K	Buy	+2,817	New	+$508K	0.19%	144
2020 Q1	–	Sell	-10,635	Closed	-$2.07M	–	1309
2019 Q4	$2.07M	Buy	+10,635	New	+$2.03M	0.21%	125

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

FORA Capital's SHW Position: Q1 2025 in Review

FORA Capital sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 4,513 shares — an estimated $1.53M sold.

FORA Capital first reported a position in SHW in Q4 2019 and held it in 10 quarters. The position peaked at $8.85M in Q2 2024. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

FORA Capital reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
FORA Capital sold 4,513 Sherwin-Williams shares in Q1 2025, an estimated $1.53M.
FORA Capital first reported a position in Sherwin-Williams in Q4 2019 and held it in 10 quarters.
FORA Capital's Sherwin-Williams position peaked at $8.85M in Q2 2024.
1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on FORA Capital's 13F filing for Q1 2025, filed 14 May 2025.