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

Altium 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
2022 Q2	$1.07M	Buy	4,789 +432	+10%	+$111K	0.08%	152
2022 Q1	$1.09M	Buy	4,357 +592	+16%	+$164K	0.07%	145
2021 Q4	$1.33M	Buy	3,765 +488	+15%	+$158K	0.09%	117
2021 Q3	$917K	Buy	3,277 +183	+6%	+$53.6K	0.07%	147
2021 Q2	$843K	Buy	3,094 +301	+11%	+$82.5K	0.06%	149
2021 Q1	$687K	Buy	2,793 +375	+16%	+$89.3K	0.06%	167
2020 Q4	$592K	Buy	2,418 +177	+8%	+$42K	0.05%	164
2020 Q3	$520K	Buy	2,241 +105	+5%	+$22.9K	0.05%	160
2020 Q2	$411K	Buy	2,136 +72	+3%	+$13K	0.05%	219
2020 Q1	$316K	Buy	2,064 +711	+53%	+$128K	0.04%	202
2019 Q4	$263K	Buy	1,353 +90	+7%	+$17.2K	0.03%	234
2019 Q3	$231K	Buy	+1,263	New	+$215K	0.03%	246
2018 Q4	–	Sell	-1,329	Closed	-$202K	–	295
2018 Q3	$202K	Sell	1,329 -231	-15%	-$34.2K	0.04%	277
2018 Q2	$212K	Buy	+1,560	New	+$202K	0.06%	240

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Altium Wealth Management's SHW Position: Q2 2022 in Review

Altium Wealth Management increased its Sherwin-Williams (SHW) stake by 9.9% in Q2 2022, buying an estimated $111K and bringing the position to 4,789 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #152.

Altium Wealth Management first reported a position in SHW in Q2 2018 and has held it in 14 quarters since. The position peaked at $1.33M in Q4 2021. 1,307 funds tracked by Wall St. Rank hold SHW as of Q2 2022.

Altium Wealth Management held 4,789 shares of Sherwin-Williams worth $1.07M as of Q2 2022.
Altium Wealth Management bought 432 Sherwin-Williams shares in Q2 2022, an estimated $111K.
Sherwin-Williams made up 0.08% of Altium Wealth Management's portfolio in Q2 2022, its #152 holding.
Altium Wealth Management first reported a position in Sherwin-Williams in Q2 2018 and has held it in 14 quarters since.
Altium Wealth Management's Sherwin-Williams position peaked at $1.33M in Q4 2021.
1,307 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.