NewSquare Capital’s Sherwin-Williams SHW Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-119	Closed	-$40.9K	–	1063
2025 Q2	$40.9K	Buy	119 +16	+16%	+$5.54K	﹤0.01%	319
2025 Q1	$36K	Buy	103 +93	+930%	+$32.6K	﹤0.01%	268
2024 Q4	$3.4K	Buy	+10	New	+$3.73K	﹤0.01%	426
2024 Q2	–	Sell	-70	Closed	-$24.3K	–	455
2024 Q1	$24.3K	Hold	70	–	–	﹤0.01%	205
2023 Q4	$21.8K	Hold	70	–	–	﹤0.01%	224
2023 Q3	$17.9K	Buy	+70	New	+$18.7K	﹤0.01%	257
2023 Q2	–	Sell	-24	Closed	-$5.39K	–	939
2023 Q1	$5.39K	Buy	+24	New	+$5.49K	﹤0.01%	446
2016 Q4	–	Sell	-60	Closed	-$6K	–	443
2016 Q3	$6K	Buy	+60	New	+$5.82K	﹤0.01%	294

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

T. Rowe Price Associates

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

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return