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White Knight Strategic Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

White Knight Strategic Wealth Advisors’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
-600
Closed -$204K – 104
2024
Q4 		$204K Buy
+600
New +$224K 0.09% 109

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

White Knight Strategic Wealth Advisors's SHW Position: Q1 2025 in Review

White Knight Strategic Wealth Advisors sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 600 shares — an estimated $204K sold.

White Knight Strategic Wealth Advisors first reported a position in SHW in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

  • White Knight Strategic Wealth Advisors reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
  • White Knight Strategic Wealth Advisors sold 600 Sherwin-Williams shares in Q1 2025, an estimated $204K.
  • White Knight Strategic Wealth Advisors first reported a position in Sherwin-Williams in Q4 2024 and held it in 1 quarter.
  • White Knight Strategic Wealth Advisors's Sherwin-Williams position peaked at $204K in Q4 2024.
  • 1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.