SageView Advisory Group’s Sherwin-Williams SHW Stock Holding History

SageView Advisory Group’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	$182K	Buy	+561	New	+$188K	0.01%	631
2025 Q3	–	Sell	-599	Closed	-$201K	–	662
2025 Q2	$201K	Sell	599 -16	-3%	-$5.54K	0.01%	603
2025 Q1	$215K	Sell	615 -101	-14%	-$35.4K	0.01%	559
2024 Q4	$243K	Sell	716 -62	-8%	-$23.1K	0.01%	516
2024 Q3	$297K	Buy	+778	New	+$272K	0.02%	400
2024 Q1	–	Sell	-2,626	Closed	-$808K	–	761
2023 Q4	$808K	Buy	+2,626	New	+$706K	0.03%	294

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

SageView Advisory Group's SHW Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Sherwin-Williams (SHW) in Q4 2025: 561 shares worth $182K. The stake represents 0.01% of the portfolio and ranks #631 among its holdings. This is a return to the name: SageView Advisory Group previously reported a position in SHW as recently as Q2 2025.

SageView Advisory Group first reported a position in SHW in Q4 2023 and has held it in 6 quarters since. The position peaked at $808K in Q4 2023. 1,713 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

SageView Advisory Group held 561 shares of Sherwin-Williams worth $182K as of Q4 2025.
Sherwin-Williams was a new SageView Advisory Group position in Q4 2025.
Sherwin-Williams made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #631 holding.
SageView Advisory Group first reported a position in Sherwin-Williams in Q4 2023 and has held it in 6 quarters since.
SageView Advisory Group's Sherwin-Williams position peaked at $808K in Q4 2023.
1,713 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.