OFO
SHW icon

OneAscent Family Office’s Sherwin-Williams SHW Stock Holding History

OneAscent Family Office’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
-707
Closed -$245K – 189
2025
Q3 		$245K Sell
707
-15
-2% -$5.29K 0.2% 127
2025
Q2 		$248K Buy
+722
New +$250K 0.23% 104

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

OneAscent Family Office's SHW Position: Q4 2025 in Review

OneAscent Family Office sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 707 shares — an estimated $245K sold.

OneAscent Family Office first reported a position in SHW in Q2 2025 and held it in 2 quarters. The position peaked at $248K in Q2 2025. 1,713 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

  • OneAscent Family Office reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
  • OneAscent Family Office sold 707 Sherwin-Williams shares in Q4 2025, an estimated $245K.
  • OneAscent Family Office first reported a position in Sherwin-Williams in Q2 2025 and held it in 2 quarters.
  • OneAscent Family Office's Sherwin-Williams position peaked at $248K in Q2 2025.
  • 1,713 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on OneAscent Family Office's 13F filing for Q4 2025, filed 11 Feb 2026.