Acima Private Wealth’s Sherwin-Williams SHW Stock Holding History

Acima Private Wealth’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
2026 Q2	$1.42M	Hold	4,110	–	–	0.41%	40
2026 Q1	$1.32M	Hold	4,110	–	–	0.41%	42
2025 Q4	$1.33M	Hold	4,110	–	–	0.41%	43
2025 Q3	$1.42M	Hold	4,110	–	–	0.45%	40
2025 Q2	$1.41M	Hold	4,110	–	–	0.48%	39
2025 Q1	$1.44M	Hold	4,110	–	–	0.52%	39
2024 Q4	$1.4M	Hold	4,110	–	–	0.47%	42
2024 Q3	$1.57M	Hold	4,110	–	–	0.53%	41
2024 Q2	$1.23M	Hold	4,110	–	–	0.45%	44
2024 Q1	$1.43M	Hold	4,110	–	–	0.53%	41
2023 Q4	$1.28M	Sell	4,110 -1,346	-25%	-$362K	0.5%	44
2023 Q3	$1.39M	Hold	5,456	–	–	0.62%	40
2023 Q2	$1.45M	Hold	5,456	–	–	0.69%	39
2023 Q1	$1.23M	Hold	5,456	–	–	0.6%	44
2022 Q4	$1.29M	Sell	5,456 -73	-1%	-$16.9K	0.66%	37
2022 Q3	$1.13M	Hold	5,529	–	–	0.58%	45
2022 Q2	$1.24M	Hold	5,529	–	–	0.62%	40
2022 Q1	$1.38M	Hold	5,529	–	–	0.64%	45
2021 Q4	$1.95M	Hold	5,529	–	–	0.84%	36
2021 Q3	$1.55M	Hold	5,529	–	–	0.71%	41
2021 Q2	$1.51M	Hold	5,529	–	–	0.69%	42
2021 Q1	$1.36M	Hold	5,529	–	–	0.67%	45
2020 Q4	$1.35M	Hold	5,529	–	–	0.7%	43
2020 Q3	$1.28M	Hold	5,529	–	–	0.77%	39
2020 Q2	$1.06M	Hold	5,529	–	–	0.69%	41
2020 Q1	$847K	Hold	5,529	–	–	0.65%	42
2019 Q4	$1.07M	Hold	5,529	–	–	0.74%	33
2019 Q3	$1.01M	Hold	5,529	–	–	0.77%	33
2019 Q2	$845K	Hold	5,529	–	–	0.67%	36
2019 Q1	$794K	Hold	5,529	–	–	0.68%	37
2018 Q4	$725K	Buy	+5,529	New	+$746K	0.71%	33

Other funds holding SHW

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return