SW
SHW icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM