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Insight Wealth Strategies’s Sherwin-Williams SHW Stock Holding History

Insight Wealth Strategies’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
-12,736
Closed -$4.53M – 183
2025
Q2 		$4.53M Buy
12,736
+114
+0.9% +$39.5K 0.57% 50
2025
Q1 		$4.41M Buy
12,622
+154
+1% +$54K 0.59% 46
2024
Q4 		$4.24M Sell
12,468
-25
-0.2% -$9.33K 0.57% 50
2024
Q3 		$4.77M Buy
12,493
+60
+0.5% +$20.9K 0.63% 40
2024
Q2 		$3.71M Buy
12,433
+1,027
+9% +$318K 0.53% 47
2024
Q1 		$3.96M Buy
+11,406
New +$3.63M 0.58% 37

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Insight Wealth Strategies's SHW Position: Q3 2025 in Review

Insight Wealth Strategies sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 12,736 shares — an estimated $4.53M sold.

Insight Wealth Strategies first reported a position in SHW in Q1 2024 and held it in 6 quarters. The position peaked at $4.77M in Q3 2024. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Insight Wealth Strategies reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Insight Wealth Strategies sold 12,736 Sherwin-Williams shares in Q3 2025, an estimated $4.53M.
  • Insight Wealth Strategies first reported a position in Sherwin-Williams in Q1 2024 and held it in 6 quarters.
  • Insight Wealth Strategies's Sherwin-Williams position peaked at $4.77M in Q3 2024.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Insight Wealth Strategies's 13F filing for Q3 2025, filed 6 Oct 2025.