WPW
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Waldron Private Wealth’s Sherwin-Williams SHW Stock Holding History

Waldron Private 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
Q1 		– Sell
-2,010
Closed -$683K – 409
2024
Q4 		$683K Buy
2,010
+5
+0.2% +$1.87K 0.03% 210
2024
Q3 		$765K Sell
2,005
-24
-1% -$8.38K 0.03% 194
2024
Q2 		$606K Sell
2,029
-78
-4% -$24.1K 0.03% 208
2024
Q1 		$732K Buy
2,107
+72
+4% +$22.9K 0.03% 196
2023
Q4 		$635K Sell
2,035
-226
-10% -$60.8K 0.03% 204
2023
Q3 		$577K Sell
2,261
-57
-2% -$15.3K 0.03% 205
2023
Q2 		$615K Buy
2,318
+89
+4% +$21K 0.03% 203
2023
Q1 		$501K Sell
2,229
-162
-7% -$37.1K 0.02% 249
2022
Q4 		$489K Hold
2,391
– – 0.03% 241
2022
Q3 		$489K Sell
2,391
-248
-9% -$58.8K 0.03% 241
2022
Q2 		$590K Buy
2,639
+114
+5% +$29.2K 0.03% 225
2022
Q1 		$630K Buy
2,525
+608
+32% +$168K 0.03% 230
2021
Q4 		$675K Buy
1,917
+3
+0.2% +$969 0.03% 224
2021
Q3 		$535K Buy
1,914
+711
+59% +$208K 0.03% 220
2021
Q2 		$327K Sell
1,203
-15
-1% -$4.11K 0.02% 260
2021
Q1 		$299K Sell
1,218
-69
-5% -$16.4K 0.02% 246
2020
Q4 		$315K Sell
1,287
-24
-2% -$5.69K 0.02% 223
2020
Q3 		$304K Buy
1,311
+234
+22% +$51.1K 0.03% 210
2020
Q2 		$207K Buy
+1,077
New +$194K 0.02% 239
2019
Q1 		– Sell
-1,950
Closed -$255K – 262
2018
Q4 		$255K Buy
+1,950
New +$263K 0.04% 178
2015
Q3 		– Sell
-3,651
Closed -$334K – 152
2015
Q2 		$334K Buy
3,651
+249
+7% +$23.6K 0.13% 68
2015
Q1 		$323K Buy
3,402
+510
+18% +$47.5K 0.13% 63
2014
Q4 		$254K Buy
+2,892
New +$228K 0.11% 87

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Waldron Private Wealth's SHW Position: Q1 2025 in Review

Waldron Private Wealth sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 2,010 shares — an estimated $683K sold.

Waldron Private Wealth first reported a position in SHW in Q4 2014 and held it in 23 quarters. The position peaked at $765K in Q3 2024. 1,652 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

  • Waldron Private Wealth reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 2,010 Sherwin-Williams shares in Q1 2025, an estimated $683K.
  • Waldron Private Wealth first reported a position in Sherwin-Williams in Q4 2014 and held it in 23 quarters.
  • Waldron Private Wealth's Sherwin-Williams position peaked at $765K in Q3 2024.
  • 1,652 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.