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WealthTrak Capital Management’s Sherwin-Williams SHW Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-10
Closed -$3.43K – 754
2025
Q2 		$3.43K Sell
10
-3
-23% -$1.04K ﹤0.01% 351
2025
Q1 		$4.54K Buy
13
+8
+160% +$2.81K ﹤0.01% 253
2024
Q4 		$1.7K Buy
+5
New +$1.87K ﹤0.01% 347

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthTrak Capital Management's SHW Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 10 shares — an estimated $3.43K sold.

WealthTrak Capital Management first reported a position in SHW in Q4 2024 and held it in 3 quarters. The position peaked at $4.54K in Q1 2025. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 Sherwin-Williams shares in Q3 2025, an estimated $3.43K.
  • WealthTrak Capital Management first reported a position in Sherwin-Williams in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Sherwin-Williams position peaked at $4.54K in Q1 2025.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.