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Balanced Wealth Group’s Sherwin-Williams SHW Stock Holding History

Balanced Wealth 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
2026
Q2 		$919K Buy
2,668
+1,434
+116% +$458K 0.29% 39
2026
Q1 		$396K Sell
1,234
-445
-27% -$153K 0.14% 53
2025
Q4 		$573K Sell
1,679
-84
-5% -$28.1K 0.21% 44
2025
Q3 		$626K Buy
1,763
+85
+5% +$30K 0.28% 38
2025
Q2 		$555K Sell
1,678
-84
-5% -$29.1K 0.24% 41
2025
Q1 		$615K Buy
1,762
+1
+0.1% +$351 0.3% 37
2024
Q4 		$631K Sell
1,761
-334
-16% -$125K 0.28% 37
2024
Q3 		$799K Buy
2,095
+1
+0% +$349 0.35% 33
2024
Q2 		$619K Sell
2,094
-26
-1% -$8.04K 0.28% 36
2024
Q1 		$679K Buy
+2,120
New +$675K 0.3% 38

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Balanced Wealth Group's SHW Position: Q2 2026 in Review

Balanced Wealth Group increased its Sherwin-Williams (SHW) stake by 116% in Q2 2026, buying an estimated $458K and bringing the position to 2,668 shares worth $919K. The position accounts for 0.29% of the portfolio, ranked #39.

Balanced Wealth Group first reported a position in SHW in Q1 2024 and has held it in 10 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Balanced Wealth Group held 2,668 shares of Sherwin-Williams worth $919K as of Q2 2026.
  • Balanced Wealth Group bought 1,434 Sherwin-Williams shares in Q2 2026, an estimated $458K.
  • Sherwin-Williams made up 0.29% of Balanced Wealth Group's portfolio in Q2 2026, its #39 holding.
  • Balanced Wealth Group first reported a position in Sherwin-Williams in Q1 2024 and has held it in 10 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.