Activest Wealth Management
SHW icon

Activest Wealth Management’s Sherwin-Williams SHW Stock Holding History

Activest Wealth 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
2026
Q3 		– Sell
-9
Closed -$3.1K – 1324
2026
Q2 		$3.1K Sell
9
-82
-90% -$26.2K ﹤0.01% 789
2026
Q1 		$29.2K Buy
+91
New +$31.3K 0.01% 433
2025
Q4 		– Sell
-57
Closed -$19.7K – 1281
2025
Q3 		$19.7K Buy
57
+28
+97% +$9.9K ﹤0.01% 383
2025
Q2 		$10K Sell
29
-33
-53% -$11.4K ﹤0.01% 426
2025
Q1 		$21.6K Buy
62
+60
+3,000% +$21.1K 0.01% 283
2024
Q4 		$680 Buy
+2
New +$746 ﹤0.01% 497

Other funds holding SHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Activest Wealth Management's SHW Position: Q3 2026 in Review

Activest Wealth Management sold out of Sherwin-Williams (SHW) in Q3 2026, closing a stake of 9 shares — an estimated $3.1K sold.

Activest Wealth Management first reported a position in SHW in Q4 2024 and held it in 6 quarters. The position peaked at $29.2K in Q1 2026. 947 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Activest Wealth Management reported no remaining Sherwin-Williams position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 9 Sherwin-Williams shares in Q3 2026, an estimated $3.1K.
  • Activest Wealth Management first reported a position in Sherwin-Williams in Q4 2024 and held it in 6 quarters.
  • Activest Wealth Management's Sherwin-Williams position peaked at $29.2K in Q1 2026.
  • 947 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.