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Legacy Advisors’s Sherwin-Williams SHW Stock Holding History

Legacy 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
Q2 		– Sell
-5,046
Closed -$1.76M – 342
2025
Q1 		$1.76M Buy
5,046
+1,067
+27% +$374K 0.18% 96
2024
Q4 		$1.35M Buy
3,979
+206
+5% +$76.9K 0.13% 118
2024
Q3 		$1.44M Buy
3,773
+106
+3% +$37K 0.16% 114
2024
Q2 		$1.09M Buy
+3,667
New +$1.13M 0.13% 121
2017
Q4 		– Sell
-39
Closed -$4K – 417
2017
Q3 		$4K Buy
+39
New +$4.47K ﹤0.01% 305

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Legacy Advisors's SHW Position: Q2 2025 in Review

Legacy Advisors sold out of Sherwin-Williams (SHW) in Q2 2025, closing a stake of 5,046 shares — an estimated $1.76M sold.

Legacy Advisors first reported a position in SHW in Q3 2017 and held it in 5 quarters. The position peaked at $1.76M in Q1 2025. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

  • Legacy Advisors reported no remaining Sherwin-Williams position as of Q2 2025 after selling out during the quarter.
  • Legacy Advisors sold 5,046 Sherwin-Williams shares in Q2 2025, an estimated $1.76M.
  • Legacy Advisors first reported a position in Sherwin-Williams in Q3 2017 and held it in 5 quarters.
  • Legacy Advisors's Sherwin-Williams position peaked at $1.76M in Q1 2025.
  • 1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.