Rise Advisors’s Sherwin-Williams SHW Stock Holding History

Rise 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 Q4	–	Sell	-138	Closed	-$47.8K	–	1205
2025 Q3	$47.8K	Buy	138 +4	+3%	+$1.41K	0.02%	260
2025 Q2	$45.9K	Hold	134	–	–	0.02%	258
2025 Q1	$46.9K	Buy	134 +6	+5%	+$2.11K	0.02%	236
2024 Q4	$43.5K	Sell	128 -10	-7%	-$3.73K	0.02%	262
2024 Q3	$52.7K	Hold	138	–	–	0.03%	231
2024 Q2	$41.2K	Hold	138	–	–	0.02%	270
2024 Q1	$47.8K	Buy	138 +127	+1,155%	+$40.5K	0.03%	239
2023 Q4	$3.5K	Hold	11	–	–	﹤0.01%	417
2023 Q3	$2.86K	Hold	11	–	–	﹤0.01%	429
2023 Q2	$2.97K	Sell	11 -8	-42%	-$1.88K	﹤0.01%	470
2023 Q1	$4.37K	Hold	19	–	–	﹤0.01%	470
2022 Q4	$4.6K	Hold	19	–	–	﹤0.01%	456
2022 Q3	$4K	Hold	19	–	–	﹤0.01%	474
2022 Q2	$4K	Hold	19	–	–	﹤0.01%	481
2022 Q1	$5K	Hold	19	–	–	﹤0.01%	433
2021 Q4	$6.76K	Buy	+19	New	+$6.14K	0.01%	372

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 $3.38T AUM 44.17% 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

Rise Advisors's SHW Position: Q4 2025 in Review

Rise Advisors sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 138 shares — an estimated $47.8K sold.

Rise Advisors first reported a position in SHW in Q4 2021 and held it in 16 quarters. The position peaked at $52.7K in Q3 2024. 1,720 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

Rise Advisors reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 138 Sherwin-Williams shares in Q4 2025, an estimated $47.8K.
Rise Advisors first reported a position in Sherwin-Williams in Q4 2021 and held it in 16 quarters.
Rise Advisors's Sherwin-Williams position peaked at $52.7K in Q3 2024.
1,720 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.