Heck Capital Advisors’s Sherwin-Williams SHW Stock Holding History

Heck Capital 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 Q1	–	Sell	-5	Closed	-$1.7K	–	698
2024 Q4	$1.7K	Buy	+5	New	+$1.87K	﹤0.01%	660

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Heck Capital Advisors's SHW Position: Q1 2025 in Review

Heck Capital Advisors sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 5 shares — an estimated $1.7K sold.

Heck Capital Advisors first reported a position in SHW in Q4 2024 and held it in 1 quarter. The position peaked at $1.7K in Q4 2024. 1,651 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

Heck Capital Advisors reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 5 Sherwin-Williams shares in Q1 2025, an estimated $1.7K.
Heck Capital Advisors first reported a position in Sherwin-Williams in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Sherwin-Williams position peaked at $1.7K in Q4 2024.
1,651 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.