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Guardian Wealth Advisors (Minnesota)’s Sherwin-Williams SHW Stock Holding History

Guardian Wealth Advisors (Minnesota)’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
-598
Closed -$205K – 78
2025
Q2 		$205K Buy
598
+15
+3% +$5.2K 0.12% 74
2025
Q1 		$204K Buy
+583
New +$205K 0.13% 72
2024
Q4 		– Sell
-598
Closed -$228K – 80
2024
Q3 		$228K Buy
+598
New +$209K 0.14% 73
2024
Q2 		– Sell
-598
Closed -$208K – 82
2024
Q1 		$208K Buy
+598
New +$191K 0.13% 77

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s SHW Position: Q3 2025 in Review

Guardian Wealth Advisors (Minnesota) sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 598 shares — an estimated $205K sold.

Guardian Wealth Advisors (Minnesota) first reported a position in SHW in Q1 2024 and held it in 4 quarters. The position peaked at $228K in Q3 2024. 1,636 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Guardian Wealth Advisors (Minnesota) reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (Minnesota) sold 598 Sherwin-Williams shares in Q3 2025, an estimated $205K.
  • Guardian Wealth Advisors (Minnesota) first reported a position in Sherwin-Williams in Q1 2024 and held it in 4 quarters.
  • Guardian Wealth Advisors (Minnesota)'s Sherwin-Williams position peaked at $228K in Q3 2024.
  • 1,636 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q3 2025, filed 30 Oct 2025.