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Morningstar Investment Management’s Sherwin-Williams SHW Stock Holding History

Morningstar Investment Management’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
-22,726
Closed -$7.87M – 447
2025
Q3 		$7.87M Buy
22,726
+20,071
+756% +$7.08M 0.29% 84
2025
Q2 		$912K Buy
+2,655
New +$920K 0.08% 74
2025
Q1 		– Sell
-2,837
Closed -$964K – 195
2024
Q4 		$964K Hold
2,837
– – 0.08% 73
2024
Q3 		$1.09M Buy
2,837
+1,523
+116% +$531K 0.11% 80
2024
Q2 		$392K Hold
1,314
– – 0.04% 139
2024
Q1 		$456K Hold
1,314
– – 0.05% 127
2023
Q4 		$410K Sell
1,314
-24
-2% -$6.45K 0.05% 132
2023
Q3 		$341K Hold
1,338
– – 0.05% 117
2023
Q2 		$355K Buy
+1,338
New +$315K 0.05% 121

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Morningstar Investment Management's SHW Position: Q4 2025 in Review

Morningstar Investment Management sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 22,726 shares — an estimated $7.87M sold.

Morningstar Investment Management first reported a position in SHW in Q2 2023 and held it in 9 quarters. The position peaked at $7.87M in Q3 2025. 1,713 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

  • Morningstar Investment Management reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 22,726 Sherwin-Williams shares in Q4 2025, an estimated $7.87M.
  • Morningstar Investment Management first reported a position in Sherwin-Williams in Q2 2023 and held it in 9 quarters.
  • Morningstar Investment Management's Sherwin-Williams position peaked at $7.87M in Q3 2025.
  • 1,713 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.