Catalyst Financial Partners’s Sherwin-Williams SHW Stock Holding History

Catalyst Financial Partners’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	$278K	Sell	866 -40	-4%	-$13.8K	0.03%	306
2025 Q4	$294K	Sell	906 -59	-6%	-$19.7K	0.03%	259
2025 Q3	$334K	Buy	965 +19	+2%	+$6.7K	0.04%	225
2025 Q2	$325K	Buy	946 +45	+5%	+$15.6K	0.04%	221
2025 Q1	$315K	Buy	901 +74	+9%	+$26K	0.06%	208
2024 Q4	$281K	Buy	827 +50	+6%	+$18.7K	0.05%	216
2024 Q3	$297K	Sell	777 -30	-4%	-$10.5K	0.06%	203
2024 Q2	$241K	Buy	807 +94	+13%	+$29.1K	0.05%	218
2024 Q1	$221K	Buy	713 +29	+4%	+$9.24K	0.06%	211
2023 Q4	$213K	Buy	+684	New	+$184K	0.06%	208

Other funds holding SHW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Catalyst Financial Partners's SHW Position: Q1 2026 in Review

Catalyst Financial Partners reduced its Sherwin-Williams (SHW) stake by 4.4% in Q1 2026, selling an estimated $13.8K and leaving 866 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #306.

Catalyst Financial Partners first reported a position in SHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $334K in Q3 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Catalyst Financial Partners held 866 shares of Sherwin-Williams worth $278K as of Q1 2026.
Catalyst Financial Partners sold 40 Sherwin-Williams shares in Q1 2026, an estimated $13.8K.
Sherwin-Williams made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #306 holding.
Catalyst Financial Partners first reported a position in Sherwin-Williams in Q4 2023 and has held it in 10 quarters since.
Catalyst Financial Partners's Sherwin-Williams position peaked at $334K in Q3 2025.
1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.