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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
Q2 		$311K Buy
903
+37
+4% +$11.8K 0.03% 302
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
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

Catalyst Financial Partners's SHW Position: Q2 2026 in Review

Catalyst Financial Partners increased its Sherwin-Williams (SHW) stake by 4.3% in Q2 2026, buying an estimated $11.8K and bringing the position to 903 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #302.

Catalyst Financial Partners first reported a position in SHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $334K in Q3 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Catalyst Financial Partners held 903 shares of Sherwin-Williams worth $311K as of Q2 2026.
  • Catalyst Financial Partners bought 37 Sherwin-Williams shares in Q2 2026, an estimated $11.8K.
  • Sherwin-Williams made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #302 holding.
  • Catalyst Financial Partners first reported a position in Sherwin-Williams in Q4 2023 and has held it in 11 quarters since.
  • Catalyst Financial Partners's Sherwin-Williams position peaked at $334K in Q3 2025.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.