Creative Planning
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Creative Planning’s Sherwin-Williams SHW Stock Holding History

Creative 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
2018
Q2 		– Sell
-300
Closed -$2K – 2160
2018
Q1 		$2K Buy
+300
New +$40.9K ﹤0.01% 1993

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Creative Planning's SHW Position: Q1 2026 in Review

Creative Planning increased its Sherwin-Williams (SHW) stake by 3.8% in Q1 2026, buying an estimated $926K and bringing the position to 73,083 shares worth $23.4M. The position accounts for 0.02% of the portfolio, ranked #376.

Creative Planning first reported a position in SHW in Q2 2013 and has held it in 51 quarters since. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Creative Planning held 73,083 shares of Sherwin-Williams worth $23.4M as of Q1 2026.
  • Creative Planning bought 2,690 Sherwin-Williams shares in Q1 2026, an estimated $926K.
  • Sherwin-Williams made up 0.02% of Creative Planning's portfolio in Q1 2026, its #376 holding.
  • Creative Planning first reported a position in Sherwin-Williams in Q2 2013 and has held it in 51 quarters since.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.