SW
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SteelPeak Wealth’s Sherwin-Williams SHW Stock Holding History

SteelPeak Wealth’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
-995
Closed -$344K – 637
2025
Q3 		$344K Buy
995
+18
+2% +$6.35K 0.01% 437
2025
Q2 		$335K Sell
977
-222
-19% -$76.9K 0.01% 405
2025
Q1 		$419K Sell
1,199
-1,890
-61% -$663K 0.02% 373
2024
Q4 		$1.05M Buy
3,089
+1,913
+163% +$714K 0.04% 241
2024
Q3 		$449K Sell
1,176
-156
-12% -$54.4K 0.02% 336
2024
Q2 		$398K Sell
1,332
-194
-13% -$60K 0.02% 347
2024
Q1 		$530K Buy
1,526
+84
+6% +$26.8K 0.03% 287
2023
Q4 		$450K Buy
+1,442
New +$388K 0.03% 290

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 $3.38T AUM 44.17% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SteelPeak Wealth's SHW Position: Q4 2025 in Review

SteelPeak Wealth sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 995 shares — an estimated $344K sold.

SteelPeak Wealth first reported a position in SHW in Q4 2023 and held it in 8 quarters. The position peaked at $1.05M in Q4 2024. 1,720 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

  • SteelPeak Wealth reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 995 Sherwin-Williams shares in Q4 2025, an estimated $344K.
  • SteelPeak Wealth first reported a position in Sherwin-Williams in Q4 2023 and held it in 8 quarters.
  • SteelPeak Wealth's Sherwin-Williams position peaked at $1.05M in Q4 2024.
  • 1,720 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.