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Innovative Advisory Group, LLC’s Sherwin-Williams SHW Stock Holding History

Innovative Advisory Group, LLC’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
-163
Closed -$56K – 264
2025
Q2 		$56K Hold
163
– – 0.05% 64
2025
Q1 		$56.9K Hold
163
– – 0.05% 59
2024
Q4 		$55.4K Buy
+163
New +$60.8K 0.05% 59

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

Innovative Advisory Group, LLC's SHW Position: Q3 2025 in Review

Innovative Advisory Group, LLC sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 163 shares — an estimated $56K sold.

Innovative Advisory Group, LLC first reported a position in SHW in Q4 2024 and held it in 3 quarters. The position peaked at $56.9K in Q1 2025. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Innovative Advisory Group, LLC reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 163 Sherwin-Williams shares in Q3 2025, an estimated $56K.
  • Innovative Advisory Group, LLC first reported a position in Sherwin-Williams in Q4 2024 and held it in 3 quarters.
  • Innovative Advisory Group, LLC's Sherwin-Williams position peaked at $56.9K in Q1 2025.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Innovative Advisory Group, LLC's 13F filing for Q3 2025, filed 23 Sep 2026.