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Cardinal Strategic Wealth Guidance’s Sherwin-Williams SHW Stock Holding History

Cardinal Strategic Wealth Guidance’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
Q1 		$800K Sell
2,495
-63
-2% -$21.7K 0.21% 29
2025
Q4 		$829K Sell
2,558
-6
-0.2% -$2.01K 0.22% 28
2025
Q3 		$888K Sell
2,564
-320
-11% -$113K 0.24% 26
2025
Q2 		$990K Sell
2,884
-6
-0.2% -$2.08K 0.29% 26
2025
Q1 		$1.01M Hold
2,890
– – 0.32% 25
2024
Q4 		$982K Hold
2,890
– – 0.31% 27
2024
Q3 		$1.1M Hold
2,890
– – 0.36% 23
2024
Q2 		$862K Hold
2,890
– – 0.31% 26
2024
Q1 		$1M Sell
2,890
-16
-0.6% -$5.1K 0.38% 23
2023
Q4 		$906K Hold
2,906
– – 0.36% 27
2023
Q3 		$741K Sell
2,906
-23
-0.8% -$6.16K 0.34% 31
2023
Q2 		$778K Sell
2,929
-72
-2% -$17K 0.35% 29
2023
Q1 		$675K Sell
3,001
-5
-0.2% -$1.14K 0.31% 31
2022
Q4 		$713K Hold
3,006
– – 0.34% 38
2022
Q3 		$615K Hold
3,006
– – 0.33% 33
2022
Q2 		$673K Hold
3,006
– – 0.34% 35
2022
Q1 		$750K Sell
3,006
-20
-0.7% -$5.52K 0.34% 39
2021
Q4 		$1.07M Sell
3,026
-75
-2% -$24.2K 0.5% 32
2021
Q3 		$867K Sell
3,101
-64
-2% -$18.7K 0.45% 36
2021
Q2 		$862K Hold
3,165
– – 0.45% 33
2021
Q1 		$779K Sell
3,165
-21
-0.7% -$5K 0.46% 35
2020
Q4 		$780K Hold
3,186
– – 0.46% 26
2020
Q3 		$740K Hold
3,186
– – 0.52% 24
2020
Q2 		$614K Sell
3,186
-78
-2% -$14.1K 0.46% 28
2020
Q1 		$500K Sell
3,264
-45
-1% -$8.12K 0.46% 30
2019
Q4 		$644K Buy
+3,309
New +$631K 0.55% 32

Other funds holding SHW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's SHW Position: Q1 2026 in Review

Cardinal Strategic Wealth Guidance reduced its Sherwin-Williams (SHW) stake by 2.5% in Q1 2026, selling an estimated $21.7K and leaving 2,495 shares worth $800K. The position accounts for 0.21% of the portfolio, ranked #29.

Cardinal Strategic Wealth Guidance first reported a position in SHW in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.1M in Q3 2024. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Cardinal Strategic Wealth Guidance held 2,495 shares of Sherwin-Williams worth $800K as of Q1 2026.
  • Cardinal Strategic Wealth Guidance sold 63 Sherwin-Williams shares in Q1 2026, an estimated $21.7K.
  • Sherwin-Williams made up 0.21% of Cardinal Strategic Wealth Guidance's portfolio in Q1 2026, its #29 holding.
  • Cardinal Strategic Wealth Guidance first reported a position in Sherwin-Williams in Q4 2019 and has held it in 26 quarters since.
  • Cardinal Strategic Wealth Guidance's Sherwin-Williams position peaked at $1.1M in Q3 2024.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2026, filed 20 Apr 2026.