Meadow Creek Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Meadow Creek 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	-655	Closed	-$217K	–	141
2025 Q3	$217K	Hold	655	–	–	0.14%	128
2025 Q2	$225K	Sell	655 -9	-1%	-$3.12K	0.15%	130
2025 Q1	$232K	Hold	664	–	–	0.17%	122
2024 Q4	$226K	Sell	664 -43	-6%	-$16K	0.16%	124
2024 Q3	$270K	Hold	707	–	–	0.21%	107
2024 Q2	$211K	Sell	707 -10	-1%	-$3.09K	0.2%	113
2024 Q1	$249K	Buy	+717	New	+$228K	0.17%	118

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM