WP
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WealthPLAN Partners’s Sherwin-Williams SHW Stock Holding History

WealthPLAN 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 		– Sell
-591
Closed -$205K – 321
2024
Q1 		$205K Buy
+591
New +$188K 0.02% 291
2023
Q3 		– Sell
-408
Closed -$108K – 1018
2023
Q2 		$108K Sell
408
-266
-39% -$62.6K 0.02% 388
2023
Q1 		$152K Buy
+674
New +$154K 0.02% 353
2022
Q1 		$289K Sell
1,052
-114
-10% -$31.5K 0.02% 323
2021
Q4 		$334K Buy
1,166
+358
+44% +$116K 0.02% 304
2021
Q3 		$276K Buy
808
+16
+2% +$4.68K 0.02% 324
2021
Q2 		$240K Sell
792
-1,524
-66% -$418K 0.02% 318
2021
Q1 		$219K Buy
2,316
+1,167
+102% +$278K 0.02% 305
2020
Q4 		$272K Hold
1,149
– – 0.02% 282
2020
Q3 		$275K Buy
1,149
+3
+0.3% +$655 0.03% 267
2020
Q2 		$256K Hold
1,146
– – 0.03% 262
2020
Q1 		$209K Sell
1,146
-339
-23% -$61.2K 0.03% 232
2019
Q4 		$287K Hold
1,485
– – 0.03% 208
2019
Q3 		$292K Buy
1,485
+36
+2% +$6.12K 0.04% 191
2019
Q2 		$254K Sell
1,449
-39
-3% -$5.83K 0.04% 202
2019
Q1 		$214K Sell
1,488
-45
-3% -$6.26K 0.03% 238
2018
Q4 		$224K Buy
+1,533
New +$207K 0.04% 234
2018
Q3 		– Sell
-1,959
Closed -$266K – 282
2018
Q2 		$266K Sell
1,959
-12,885
-87% -$1.67M 0.05% 202
2018
Q1 		$1.94M Buy
14,844
+4,296
+41% +$586K 0.43% 67
2017
Q4 		$1.44M Buy
10,548
+1,164
+12% +$153K 0.39% 71
2017
Q3 		$1.12M Buy
9,384
+612
+7% +$70.2K 0.31% 70
2017
Q2 		$1.03M Buy
8,772
+8,763
+97,367% +$979K 0.29% 71
2017
Q1 		$928 Buy
+9
New +$906 ﹤0.01% 434
2016
Q3 		$2.71K Sell
30
-30
-50% -$2.91K ﹤0.01% 820
2016
Q2 		$2.94K Buy
+60
New +$5.84K ﹤0.01% 2150

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WealthPLAN Partners's SHW Position: Q2 2024 in Review

WealthPLAN Partners sold out of Sherwin-Williams (SHW) in Q2 2024, closing a stake of 591 shares — an estimated $205K sold.

WealthPLAN Partners first reported a position in SHW in Q2 2016 and held it in 25 quarters. The position peaked at $1.94M in Q1 2018. 1,534 funds tracked by Wall St. Rank hold SHW as of Q2 2024.

  • WealthPLAN Partners reported no remaining Sherwin-Williams position as of Q2 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 591 Sherwin-Williams shares in Q2 2024, an estimated $205K.
  • WealthPLAN Partners first reported a position in Sherwin-Williams in Q2 2016 and held it in 25 quarters.
  • WealthPLAN Partners's Sherwin-Williams position peaked at $1.94M in Q1 2018.
  • 1,534 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2024.

Based on WealthPLAN Partners's 13F filing for Q2 2024, filed 9 Aug 2024.