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 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

Creative Planning's SHW Position: Q2 2026 in Review

Creative Planning reduced its Sherwin-Williams (SHW) stake by 0.77% in Q2 2026, selling an estimated $180K and leaving 72,521 shares worth $25M. The position accounts for 0.01% of the portfolio, ranked #417.

Creative Planning first reported a position in SHW in Q2 2013 and has held it in 52 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Creative Planning held 72,521 shares of Sherwin-Williams worth $25M as of Q2 2026.
Creative Planning sold 562 Sherwin-Williams shares in Q2 2026, an estimated $180K.
Sherwin-Williams made up 0.01% of Creative Planning's portfolio in Q2 2026, its #417 holding.
Creative Planning first reported a position in Sherwin-Williams in Q2 2013 and has held it in 52 quarters since.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.