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Obsidian Personal Planning Solutions’s Sherwin-Williams SHW Stock Holding History

Obsidian Personal Planning Solutions’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 		$218K Hold
631
– – 0.08% 112
2025
Q2 		$217K Hold
631
– – 0.09% 102
2025
Q1 		$223K Hold
631
– – 0.1% 97
2024
Q4 		$226K Hold
631
– – 0.11% 91
2024
Q3 		$226K Buy
+631
New +$220K 0.12% 84

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B 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

Obsidian Personal Planning Solutions's SHW Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Sherwin-Williams (SHW) position steady in Q3 2025 at 631 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #112.

Obsidian Personal Planning Solutions first reported a position in SHW in Q3 2024 and has held it in 5 quarters since. The position peaked at $226K in Q3 2024. 1,635 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Obsidian Personal Planning Solutions held 631 shares of Sherwin-Williams worth $218K as of Q3 2025.
  • Obsidian Personal Planning Solutions left its Sherwin-Williams share count unchanged in Q3 2025.
  • Sherwin-Williams made up 0.08% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #112 holding.
  • Obsidian Personal Planning Solutions first reported a position in Sherwin-Williams in Q3 2024 and has held it in 5 quarters since.
  • Obsidian Personal Planning Solutions's Sherwin-Williams position peaked at $226K in Q3 2024.
  • 1,635 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.