Circle Wealth Management’s Sherwin-Williams SHW Stock Holding History

Circle Wealth Management’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	$579K	Hold	1,681	–	–	0.01%	188
2026 Q1	$539K	Buy	+1,681	New	+$579K	0.01%	190
2022 Q2	–	Sell	-1,026	Closed	-$256K	–	176
2022 Q1	$256K	Sell	1,026 -5	-0.5%	-$1.38K	0.03%	168
2021 Q4	$363K	Hold	1,031	–	–	0.05%	145
2021 Q3	$288K	Sell	1,031 -1,535	-60%	-$449K	0.04%	153
2021 Q2	$699K	Buy	2,566 +4	+0.2%	+$1.1K	0.1%	104
2021 Q1	$630K	Sell	2,562 -42	-2%	-$10K	0.1%	92
2020 Q4	$638K	Buy	+2,604	New	+$618K	0.09%	119

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Circle Wealth Management's SHW Position: Q2 2026 in Review

Circle Wealth Management held its Sherwin-Williams (SHW) position steady in Q2 2026 at 1,681 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #188.

Circle Wealth Management first reported a position in SHW in Q4 2020 and has held it in 8 quarters since. The position peaked at $699K in Q2 2021. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Circle Wealth Management held 1,681 shares of Sherwin-Williams worth $579K as of Q2 2026.
Circle Wealth Management left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #188 holding.
Circle Wealth Management first reported a position in Sherwin-Williams in Q4 2020 and has held it in 8 quarters since.
Circle Wealth Management's Sherwin-Williams position peaked at $699K in Q2 2021.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.