Heartwood Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Heartwood Wealth 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 Q4	–	Sell	-181	Closed	-$62.7K	–	529
2025 Q3	$62.7K	Buy	+181	New	+$63.8K	0.01%	290

Other funds holding SHW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heartwood Wealth Advisors's SHW Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 181 shares — an estimated $62.7K sold.

Heartwood Wealth Advisors first reported a position in SHW in Q3 2025 and held it in 1 quarter. The position peaked at $62.7K in Q3 2025. 1,720 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 181 Sherwin-Williams shares in Q4 2025, an estimated $62.7K.
Heartwood Wealth Advisors first reported a position in Sherwin-Williams in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Sherwin-Williams position peaked at $62.7K in Q3 2025.
1,720 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.