SS&H Financial Advisors’s Sherwin-Williams SHW Stock Holding History

SS&H Financial 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	$4.87M	Hold	15,030	–	–	1.42%	19
2025 Q3	$5.2M	Sell	15,030 -2,391	-14%	-$843K	1.58%	13
2025 Q2	$5.98M	Buy	+17,421	New	+$6.04M	2%	11
2024 Q1	–	Sell	-17,421	Closed	-$5.43M	–	119
2023 Q4	$5.43M	Hold	17,421	–	–	2.3%	9
2023 Q3	$4.44M	Buy	+17,421	New	+$4.66M	2.08%	12
2023 Q1	$4.17M	Hold	18,571	–	–	1.91%	12
2022 Q4	$4.41M	Hold	18,571	–	–	2.1%	10
2022 Q3	$3.8M	Sell	18,571 -2,210	-11%	-$524K	1.96%	13
2022 Q2	$4.65M	Hold	20,781	–	–	2.15%	9
2022 Q1	$5.19M	Buy	+20,781	New	+$5.74M	2.03%	8

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

SS&H Financial Advisors's SHW Position: Q4 2025 in Review

SS&H Financial Advisors held its Sherwin-Williams (SHW) position steady in Q4 2025 at 15,030 shares worth $4.87M. The position accounts for 1.42% of the portfolio, ranked #19.

SS&H Financial Advisors first reported a position in SHW in Q1 2022 and has held it in 10 quarters since. The position peaked at $5.98M in Q2 2025. 1,712 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

SS&H Financial Advisors held 15,030 shares of Sherwin-Williams worth $4.87M as of Q4 2025.
SS&H Financial Advisors left its Sherwin-Williams share count unchanged in Q4 2025.
Sherwin-Williams made up 1.42% of SS&H Financial Advisors's portfolio in Q4 2025, its #19 holding.
SS&H Financial Advisors first reported a position in Sherwin-Williams in Q1 2022 and has held it in 10 quarters since.
SS&H Financial Advisors's Sherwin-Williams position peaked at $5.98M in Q2 2025.
1,712 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.