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Sound View Wealth Advisors Group’s Sherwin-Williams SHW Stock Holding History

Sound View Wealth Advisors 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
Q3 		– Sell
-593
Closed -$204K – 434
2025
Q2 		$204K Buy
+593
New +$205K 0.02% 414
2025
Q1 		– Sell
-627
Closed -$213K – 427
2024
Q4 		$213K Sell
627
-4
-0.6% -$1.49K 0.02% 396
2024
Q3 		$241K Buy
+631
New +$220K 0.02% 371

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Sound View Wealth Advisors Group's SHW Position: Q3 2025 in Review

Sound View Wealth Advisors Group sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 593 shares — an estimated $204K sold.

Sound View Wealth Advisors Group first reported a position in SHW in Q3 2024 and held it in 3 quarters. The position peaked at $241K in Q3 2024. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Sound View Wealth Advisors Group reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 593 Sherwin-Williams shares in Q3 2025, an estimated $204K.
  • Sound View Wealth Advisors Group first reported a position in Sherwin-Williams in Q3 2024 and held it in 3 quarters.
  • Sound View Wealth Advisors Group's Sherwin-Williams position peaked at $241K in Q3 2024.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2025, filed 10 Nov 2025.