Cerity Partners’s Sherwin-Williams SHW Stock Holding History

Cerity 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	$37.1M	Sell	107,819 -2,081	-2%	-$665K	0.04%	314
2026 Q1	$35.2M	Sell	109,900 -10,841	-9%	-$3.73M	0.05%	310
2025 Q4	$39.1M	Buy	120,741 +31,864	+36%	+$10.7M	0.06%	275
2025 Q3	$30.8M	Buy	88,877 +4,511	+5%	+$1.59M	0.05%	285
2025 Q2	$29M	Buy	84,366 +6,250	+8%	+$2.17M	0.05%	290
2025 Q1	$27.3M	Sell	78,116 -1,278	-2%	-$449K	0.06%	280
2024 Q4	$27.3M	Sell	79,394 -4,409	-5%	-$1.65M	0.06%	262
2024 Q3	$32M	Buy	83,803 +5,201	+7%	+$1.82M	0.07%	233
2024 Q2	$23.5M	Buy	78,602 +1,112	+1%	+$344K	0.06%	252
2024 Q1	$26.9M	Buy	77,490 +1,957	+3%	+$623K	0.07%	245
2023 Q4	$23.6M	Buy	75,533 +34,581	+84%	+$9.3M	0.08%	223
2023 Q3	$10.4M	Sell	40,952 -42,978	-51%	-$11.5M	0.05%	291
2023 Q2	$22.3M	Sell	83,930 -1,070	-1%	-$252K	0.09%	213
2023 Q1	$19.8M	Sell	85,000 -2,480	-3%	-$568K	0.05%	238
2022 Q4	$20.8M	Buy	87,480 +34,451	+65%	+$7.97M	0.13%	160
2022 Q3	$10.9M	Sell	53,029 -48	-0.1%	-$11.4K	0.13%	145
2022 Q2	$11.9M	Sell	53,077 -3,562	-6%	-$914K	0.13%	148
2022 Q1	$14.1M	Buy	56,639 +4,012	+8%	+$1.11M	0.22%	91
2021 Q4	$18.5M	Buy	52,627 +2,368	+5%	+$765K	0.28%	69
2021 Q3	$14.1M	Buy	50,259 +2,463	+5%	+$721K	0.31%	71
2021 Q2	$13M	Buy	47,796 +1,092	+2%	+$299K	0.29%	73
2021 Q1	$11.5M	Buy	46,704 +1,485	+3%	+$354K	0.27%	76
2020 Q4	$11.1M	Buy	45,219 +714	+2%	+$169K	0.36%	59
2020 Q3	$10.3M	Buy	44,505 +14,274	+47%	+$3.12M	0.43%	47
2020 Q2	$5.82M	Sell	30,231 -69	-0.2%	-$12.4K	0.32%	60
2020 Q1	$4.64M	Sell	30,300 -63	-0.2%	-$11.4K	0.29%	71
2019 Q4	$5.91M	Sell	30,363 -324	-1%	-$61.8K	0.3%	67
2019 Q3	$5.63M	Buy	30,687 +213	+0.7%	+$36.2K	0.33%	71
2019 Q2	$4.66M	Sell	30,474 -324	-1%	-$48.4K	0.29%	82
2019 Q1	$4.42M	Buy	30,798 +108	+0.4%	+$15K	0.3%	72
2018 Q4	$4.03M	Buy	30,690 +33	+0.1%	+$4.45K	0.27%	87
2018 Q3	$4.65M	Buy	30,657 +27	+0.1%	+$4K	0.32%	76
2018 Q2	$4.16M	Buy	30,630 +63	+0.2%	+$8.15K	0.31%	81
2018 Q1	$4M	Sell	30,567 -222	-0.7%	-$30.3K	0.31%	82
2017 Q4	$4.21M	Sell	30,789 -30	-0.1%	-$3.94K	0.28%	81
2017 Q3	$3.68M	Sell	30,819 -48,780	-61%	-$5.6M	0.26%	94
2017 Q2	$1.81M	Buy	79,599 +48,651	+157%	+$5.44M	0.15%	125
2017 Q1	$3.2M	Buy	+30,948	New	+$3.12M	0.27%	72

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cerity Partners's SHW Position: Q2 2026 in Review

Cerity Partners reduced its Sherwin-Williams (SHW) stake by 1.9% in Q2 2026, selling an estimated $665K and leaving 107,819 shares worth $37.1M. The position accounts for 0.04% of the portfolio, ranked #314.

Cerity Partners first reported a position in SHW in Q1 2017 and has held it in 38 quarters since. The position peaked at $39.1M in Q4 2025. 1,601 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Cerity Partners held 107,819 shares of Sherwin-Williams worth $37.1M as of Q2 2026.
Cerity Partners sold 2,081 Sherwin-Williams shares in Q2 2026, an estimated $665K.
Sherwin-Williams made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #314 holding.
Cerity Partners first reported a position in Sherwin-Williams in Q1 2017 and has held it in 38 quarters since.
Cerity Partners's Sherwin-Williams position peaked at $39.1M in Q4 2025.
1,601 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.