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Wood Tarver Financial Group’s Sherwin-Williams SHW Stock Holding History

Wood Tarver Financial 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
Q3 		– Sell
-12
Closed -$4K – 551
2025
Q2 		$4K Hold
12
– – ﹤0.01% 484
2025
Q1 		$4.19K Hold
12
– – ﹤0.01% 475
2024
Q4 		$4K Buy
+12
New +$4.48K ﹤0.01% 470

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

Wood Tarver Financial Group's SHW Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Sherwin-Williams (SHW) in Q3 2025, closing a stake of 12 shares — an estimated $4K sold.

Wood Tarver Financial Group first reported a position in SHW in Q4 2024 and held it in 3 quarters. The position peaked at $4.19K in Q1 2025. 1,639 funds tracked by Wall St. Rank hold SHW as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Sherwin-Williams position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 12 Sherwin-Williams shares in Q3 2025, an estimated $4K.
  • Wood Tarver Financial Group first reported a position in Sherwin-Williams in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Sherwin-Williams position peaked at $4.19K in Q1 2025.
  • 1,639 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.