Vantage Financial Partners (Wisconsin)’s Sherwin-Williams SHW Stock Holding History

Vantage Financial Partners (Wisconsin)’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 Q1	–	Sell	-600	Closed	-$204K	–	202
2024 Q4	$204K	Hold	600	–	–	0.05%	169
2024 Q3	$229K	Buy	+600	New	+$209K	0.06%	165
2024 Q2	–	Sell	-600	Closed	-$208K	–	158
2024 Q1	$208K	Sell	600 -75	-11%	-$23.9K	0.06%	134
2023 Q4	$211K	Buy	+675	New	+$182K	0.06%	120

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s SHW Position: Q1 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 600 shares — an estimated $204K sold.

Vantage Financial Partners (Wisconsin) first reported a position in SHW in Q4 2023 and held it in 4 quarters. The position peaked at $229K in Q3 2024. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

Vantage Financial Partners (Wisconsin) reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 600 Sherwin-Williams shares in Q1 2025, an estimated $204K.
Vantage Financial Partners (Wisconsin) first reported a position in Sherwin-Williams in Q4 2023 and held it in 4 quarters.
Vantage Financial Partners (Wisconsin)'s Sherwin-Williams position peaked at $229K in Q3 2024.
1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q1 2025, filed 7 May 2025.