IWP
SHW icon

Invenio Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Invenio Wealth Partners’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
2024
Q4 		– Sell
-526
Closed -$201K – 105
2024
Q3 		$201K Buy
+526
New +$184K 0.09% 98
2023
Q3 		– Sell
-832
Closed -$221K – 93
2023
Q2 		$221K Buy
+832
New +$196K 0.25% 71

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invenio Wealth Partners's SHW Position: Q4 2024 in Review

Invenio Wealth Partners sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 526 shares — an estimated $201K sold.

Invenio Wealth Partners first reported a position in SHW in Q2 2023 and held it in 2 quarters. The position peaked at $221K in Q2 2023. 1,681 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Invenio Wealth Partners reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Invenio Wealth Partners sold 526 Sherwin-Williams shares in Q4 2024, an estimated $201K.
  • Invenio Wealth Partners first reported a position in Sherwin-Williams in Q2 2023 and held it in 2 quarters.
  • Invenio Wealth Partners's Sherwin-Williams position peaked at $221K in Q2 2023.
  • 1,681 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Invenio Wealth Partners's 13F filing for Q4 2024, filed 12 Feb 2025.