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Prosperity Wealth Management’s Sherwin-Williams SHW Stock Holding History

Prosperity 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
2024
Q4 		– Sell
-970
Closed -$370K – 237
2024
Q3 		$370K Buy
+970
New +$339K 0.15% 113

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Prosperity Wealth Management's SHW Position: Q4 2024 in Review

Prosperity Wealth Management sold out of Sherwin-Williams (SHW) in Q4 2024, closing a stake of 970 shares — an estimated $370K sold.

Prosperity Wealth Management first reported a position in SHW in Q3 2024 and held it in 1 quarter. The position peaked at $370K in Q3 2024. 1,678 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • Prosperity Wealth Management reported no remaining Sherwin-Williams position as of Q4 2024 after selling out during the quarter.
  • Prosperity Wealth Management sold 970 Sherwin-Williams shares in Q4 2024, an estimated $370K.
  • Prosperity Wealth Management first reported a position in Sherwin-Williams in Q3 2024 and held it in 1 quarter.
  • Prosperity Wealth Management's Sherwin-Williams position peaked at $370K in Q3 2024.
  • 1,678 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on Prosperity Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.