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
2024 Q3	–	Hold	0	–	-$358K	–	600
2024 Q2	–	Hold	0	–	–	–	355

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

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. 1,714 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.
1,714 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.