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Marshall & Sterling Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-4
Closed -$1.39K – 573
2025
Q3 		$1.39K Hold
4
– – ﹤0.01% 576
2025
Q2 		$1.37K Hold
4
– – ﹤0.01% 566
2025
Q1 		$1.4K Buy
+4
New +$1.4K ﹤0.01% 561

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall & Sterling Wealth Advisors's SHW Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 4 shares — an estimated $1.39K sold.

Marshall & Sterling Wealth Advisors first reported a position in SHW in Q1 2025 and held it in 3 quarters. The position peaked at $1.4K in Q1 2025. 1,720 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 4 Sherwin-Williams shares in Q4 2025, an estimated $1.39K.
  • Marshall & Sterling Wealth Advisors first reported a position in Sherwin-Williams in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Sherwin-Williams position peaked at $1.4K in Q1 2025.
  • 1,720 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.