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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 – 1057
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 – 444
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 – 931
2023
Q1 		$5.39K Buy
+24
New +$5.49K ﹤0.01% 446
2016
Q4 		– Sell
-60
Closed -$6K – 428
2016
Q3 		$6K Buy
+60
New +$5.82K ﹤0.01% 294

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

NewSquare Capital's SHW Position: Q3 2025 in Review

NewSquare Capital sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 119 shares — an estimated $40.9K sold.

NewSquare Capital first reported a position in SHW in Q3 2016 and held it in 8 quarters. The position peaked at $40.9K in Q2 2025. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • NewSquare Capital reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 119 Sherwin-Williams shares in Q3 2025, an estimated $40.9K.
  • NewSquare Capital first reported a position in Sherwin-Williams in Q3 2016 and held it in 8 quarters.
  • NewSquare Capital's Sherwin-Williams position peaked at $40.9K in Q2 2025.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.