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Comprehensive Financial Planning’s Sherwin-Williams SHW Stock Holding History

Comprehensive Financial Planning’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 		– Sell
-44
Closed -$14.3K – 436
2026
Q1 		$14.3K Buy
+44
New +$15.1K 0.01% 240

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

Comprehensive Financial Planning's SHW Position: Q2 2026 in Review

Comprehensive Financial Planning sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 44 shares — an estimated $14.3K sold.

Comprehensive Financial Planning first reported a position in SHW in Q1 2026 and held it in 1 quarter. The position peaked at $14.3K in Q1 2026. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Comprehensive Financial Planning reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • Comprehensive Financial Planning sold 44 Sherwin-Williams shares in Q2 2026, an estimated $14.3K.
  • Comprehensive Financial Planning first reported a position in Sherwin-Williams in Q1 2026 and held it in 1 quarter.
  • Comprehensive Financial Planning's Sherwin-Williams position peaked at $14.3K in Q1 2026.
  • 1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.