Schechter Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Schechter Investment 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 Q1	$389K	Sell	1,115 -79	-7%	-$27.7K	0.03%	420
2024 Q4	$406K	Sell	1,194 -109	-8%	-$40.7K	0.03%	426
2024 Q3	$497K	Buy	1,303 +72	+6%	+$25.1K	0.04%	397
2024 Q2	$367K	Sell	1,231 -114	-8%	-$35.3K	0.03%	434
2024 Q1	$467K	Buy	1,345 +211	+19%	+$67.2K	0.03%	392
2023 Q4	$354K	Buy	1,134 +53	+5%	+$14.3K	0.03%	423
2023 Q3	$276K	Buy	1,081 +64	+6%	+$17.1K	0.03%	472
2023 Q2	$270K	Buy	1,017 +42	+4%	+$9.89K	0.02%	511
2023 Q1	$219K	Sell	975 -154	-14%	-$35.2K	0.02%	595
2022 Q4	$268K	Buy	+1,129	New	+$261K	0.02%	658
2022 Q3	–	Sell	-986	Closed	-$220K	–	983
2022 Q2	$220K	Buy	+986	New	+$253K	0.02%	819
2022 Q1	–	Sell	-1,150	Closed	-$405K	–	969
2021 Q4	$405K	Buy	+1,150	New	+$372K	0.04%	578

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Schechter Investment Advisors's SHW Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Sherwin-Williams (SHW) stake by 6.6% in Q1 2025, selling an estimated $27.7K and leaving 1,115 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #420.

Schechter Investment Advisors first reported a position in SHW in Q4 2021 and has held it in 12 quarters since. The position peaked at $497K in Q3 2024. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

Schechter Investment Advisors held 1,115 shares of Sherwin-Williams worth $389K as of Q1 2025.
Schechter Investment Advisors sold 79 Sherwin-Williams shares in Q1 2025, an estimated $27.7K.
Sherwin-Williams made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #420 holding.
Schechter Investment Advisors first reported a position in Sherwin-Williams in Q4 2021 and has held it in 12 quarters since.
Schechter Investment Advisors's Sherwin-Williams position peaked at $497K in Q3 2024.
1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.