Pacific Capital Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Pacific Capital Wealth Advisors’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 Q1	–	Sell	-51	Closed	-$17.3K	–	317
2024 Q4	$17.3K	Sell	51 -2	-4%	-$746	﹤0.01%	231
2024 Q3	$20.2K	Sell	53 -85	-62%	-$29.7K	﹤0.01%	238
2024 Q2	$41.2K	Buy	138 +67	+94%	+$20.7K	0.01%	170
2024 Q1	$24.7K	Buy	71 +20	+39%	+$6.37K	0.01%	175
2023 Q4	$15.9K	Buy	+51	New	+$13.7K	﹤0.01%	209
2020 Q4	–	Sell	-51	Closed	-$12K	–	171
2020 Q3	$12K	Buy	+51	New	+$11.1K	0.01%	167

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Pacific Capital Wealth Advisors's SHW Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 51 shares — an estimated $17.3K sold.

Pacific Capital Wealth Advisors first reported a position in SHW in Q3 2020 and held it in 6 quarters. The position peaked at $41.2K in Q2 2024. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 51 Sherwin-Williams shares in Q1 2025, an estimated $17.3K.
Pacific Capital Wealth Advisors first reported a position in Sherwin-Williams in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Sherwin-Williams position peaked at $41.2K in Q2 2024.
1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.