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Heritage Financial Services’s Sherwin-Williams SHW Stock Holding History

Heritage Financial Services’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
-963
Closed -$333K – 136
2025
Q3 		$333K Buy
+963
New +$340K 0.03% 93
2022
Q3 		– Sell
-6
Closed -$1K – 400
2022
Q2 		$1K Buy
+6
New +$1.54K ﹤0.01% 481

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Heritage Financial Services's SHW Position: Q4 2025 in Review

Heritage Financial Services sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 963 shares — an estimated $333K sold.

Heritage Financial Services first reported a position in SHW in Q2 2022 and held it in 2 quarters. The position peaked at $333K in Q3 2025. 1,712 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

  • Heritage Financial Services reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
  • Heritage Financial Services sold 963 Sherwin-Williams shares in Q4 2025, an estimated $333K.
  • Heritage Financial Services first reported a position in Sherwin-Williams in Q2 2022 and held it in 2 quarters.
  • Heritage Financial Services's Sherwin-Williams position peaked at $333K in Q3 2025.
  • 1,712 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.