Pine Harbor Wealth Management’s Sherwin-Williams SHW Stock Holding History

Pine Harbor Wealth Management’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	-742	Closed	-$257K	–	110
2025 Q3	$257K	Hold	742	–	–	0.08%	91
2025 Q2	$255K	Hold	742	–	–	0.09%	86
2025 Q1	$259K	Hold	742	–	–	0.1%	76
2024 Q4	$252K	Hold	742	–	–	0.1%	83
2024 Q3	$283K	Hold	742	–	–	0.14%	78
2024 Q2	$221K	Hold	742	–	–	0.13%	89
2024 Q1	$258K	Hold	742	–	–	0.16%	78
2023 Q4	$231K	Buy	+742	New	+$200K	0.18%	83

Other funds holding SHW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pine Harbor Wealth Management's SHW Position: Q4 2025 in Review

Pine Harbor Wealth Management sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 742 shares — an estimated $257K sold.

Pine Harbor Wealth Management first reported a position in SHW in Q4 2023 and held it in 8 quarters. The position peaked at $283K in Q3 2024. 1,719 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

Pine Harbor Wealth Management reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
Pine Harbor Wealth Management sold 742 Sherwin-Williams shares in Q4 2025, an estimated $257K.
Pine Harbor Wealth Management first reported a position in Sherwin-Williams in Q4 2023 and held it in 8 quarters.
Pine Harbor Wealth Management's Sherwin-Williams position peaked at $283K in Q3 2024.
1,719 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Pine Harbor Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.