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Walden Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Walden Wealth Partners’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
Q2 		$939K Hold
3,147
– – 0.52% 31
2024
Q1 		$1.04M Hold
3,147
– – 0.6% 26
2023
Q4 		$982K Buy
+3,147
New +$846K 0.62% 28

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Walden Wealth Partners's SHW Position: Q2 2024 in Review

Walden Wealth Partners held its Sherwin-Williams (SHW) position steady in Q2 2024 at 3,147 shares worth $939K. The position accounts for 0.52% of the portfolio, ranked #31.

Walden Wealth Partners first reported a position in SHW in Q4 2023 and has held it in 3 quarters since. The position peaked at $1.04M in Q1 2024. 1,532 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

  • Walden Wealth Partners held 3,147 shares of Sherwin-Williams worth $939K as of Q2 2024.
  • Walden Wealth Partners left its Sherwin-Williams share count unchanged in Q2 2024.
  • Sherwin-Williams made up 0.52% of Walden Wealth Partners's portfolio in Q2 2024, its #31 holding.
  • Walden Wealth Partners first reported a position in Sherwin-Williams in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Sherwin-Williams position peaked at $1.04M in Q1 2024.
  • 1,532 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.