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Wallace Advisory Group’s Sherwin-Williams SHW Stock Holding History

Wallace Advisory Group’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
-796
Closed -$273K – 166
2025
Q3 		$273K Sell
796
-3,949
-83% -$1.39M 0.22% 132
2025
Q2 		$1.66M Sell
4,745
-27
-0.6% -$9.35K 1.2% 16
2025
Q1 		$1.62M Sell
4,772
-227
-5% -$79.7K 1.12% 15
2024
Q4 		$1.91M Buy
4,999
+3,894
+352% +$1.45M 1.32% 12
2024
Q3 		$330K Hold
1,105
– – 0.24% 110
2024
Q2 		$330K Sell
1,105
-90
-8% -$27.8K 0.24% 111
2024
Q1 		$373K Sell
1,195
-56
-4% -$17.8K 0.28% 99
2023
Q4 		$319K Sell
1,251
-113
-8% -$30.4K 0.25% 102
2023
Q3 		$362K Sell
1,364
-55
-4% -$14.7K 0.26% 101
2023
Q2 		$319K Hold
1,419
– – 0.24% 108
2023
Q1 		$319K Sell
1,419
-30
-2% -$6.87K 0.24% 108
2022
Q4 		$344K Buy
+1,449
New +$335K 0.27% 103

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
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 $113B AUM 36.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wallace Advisory Group's SHW Position: Q4 2025 in Review

Wallace Advisory Group sold out of Sherwin-Williams (SHW) in Q4 2025, closing a stake of 796 shares — an estimated $273K sold.

Wallace Advisory Group first reported a position in SHW in Q4 2022 and held it in 12 quarters. The position peaked at $1.91M in Q4 2024. 1,712 funds tracked by Wall St. Rank hold SHW as of Q4 2025.

  • Wallace Advisory Group reported no remaining Sherwin-Williams position as of Q4 2025 after selling out during the quarter.
  • Wallace Advisory Group sold 796 Sherwin-Williams shares in Q4 2025, an estimated $273K.
  • Wallace Advisory Group first reported a position in Sherwin-Williams in Q4 2022 and held it in 12 quarters.
  • Wallace Advisory Group's Sherwin-Williams position peaked at $1.91M in Q4 2024.
  • 1,712 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2025.

Based on Wallace Advisory Group's 13F filing for Q4 2025, filed 23 Jan 2026.