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WR Wealth Planners’s Sherwin-Williams SHW Stock Holding History

WR Wealth Planners’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
Q4 		$40.5K Buy
119
+35
+42% +$13.1K 0.01% 341
2024
Q3 		$32.1K Buy
84
+74
+740% +$25.8K 0.01% 408
2024
Q2 		$2.98K Buy
10
+3
+43% +$928 ﹤0.01% 806
2024
Q1 		$2.43K Buy
+7
New +$2.23K ﹤0.01% 841

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

WR Wealth Planners's SHW Position: Q4 2024 in Review

WR Wealth Planners increased its Sherwin-Williams (SHW) stake by 42% in Q4 2024, buying an estimated $13.1K and bringing the position to 119 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #341.

WR Wealth Planners first reported a position in SHW in Q1 2024 and has held it in 4 quarters since. 1,679 funds tracked by Wall St. Rank hold SHW as of Q4 2024.

  • WR Wealth Planners held 119 shares of Sherwin-Williams worth $40.5K as of Q4 2024.
  • WR Wealth Planners bought 35 Sherwin-Williams shares in Q4 2024, an estimated $13.1K.
  • Sherwin-Williams made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #341 holding.
  • WR Wealth Planners first reported a position in Sherwin-Williams in Q1 2024 and has held it in 4 quarters since.
  • 1,679 funds tracked by Wall St. Rank held Sherwin-Williams as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.