Planning Directions’s Sherwin-Williams SHW Stock Holding History

Planning Directions’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 Q2	–	Sell	-752	Closed	-$263K	–	110
2025 Q1	$263K	Buy	+752	New	+$264K	0.11%	103

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Planning Directions's SHW Position: Q2 2025 in Review

Planning Directions sold out of Sherwin-Williams (SHW) in Q2 2025, closing a stake of 752 shares — an estimated $263K sold.

Planning Directions first reported a position in SHW in Q1 2025 and held it in 1 quarter. The position peaked at $263K in Q1 2025. 1,646 funds tracked by Wall St. Rank hold SHW as of Q2 2025.

Planning Directions reported no remaining Sherwin-Williams position as of Q2 2025 after selling out during the quarter.
Planning Directions sold 752 Sherwin-Williams shares in Q2 2025, an estimated $263K.
Planning Directions first reported a position in Sherwin-Williams in Q1 2025 and held it in 1 quarter.
Planning Directions's Sherwin-Williams position peaked at $263K in Q1 2025.
1,646 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2025.

Based on Planning Directions's 13F filing for Q2 2025, filed 1 Aug 2025.