PWS
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Peterson Wealth Services’s Sherwin-Williams SHW Stock Holding History

Peterson Wealth Services’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
-2
Closed -$688 – 232
2025
Q2 		$688 Buy
+2
New +$693 ﹤0.01% 215

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Peterson Wealth Services's SHW Position: Q3 2025 in Review

Peterson Wealth Services sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 2 shares — an estimated $688 sold.

Peterson Wealth Services first reported a position in SHW in Q2 2025 and held it in 1 quarter. The position peaked at $688 in Q2 2025. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Peterson Wealth Services reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Peterson Wealth Services sold 2 Sherwin-Williams shares in Q3 2025, an estimated $688.
  • Peterson Wealth Services first reported a position in Sherwin-Williams in Q2 2025 and held it in 1 quarter.
  • Peterson Wealth Services's Sherwin-Williams position peaked at $688 in Q2 2025.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Peterson Wealth Services's 13F filing for Q3 2025, filed 4 Nov 2025.