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Curran Financial Partners’s Sherwin-Williams SHW Stock Holding History

Curran Financial 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 		$2.97M Sell
8,615
-506
-6% -$162K 0.44% 41
2026
Q1 		$2.92M Sell
9,121
-172
-2% -$59.2K 0.52% 35
2025
Q4 		$3.01M Buy
9,293
+631
+7% +$211K 0.57% 40
2025
Q3 		$3M Sell
8,662
-83
-0.9% -$29.3K 0.59% 40
2025
Q2 		$3M Hold
8,745
– – 0.66% 34
2025
Q1 		$3.05M Hold
8,745
– – 0.75% 30
2024
Q4 		$2.97M Sell
8,745
-16
-0.2% -$5.97K 0.78% 31
2024
Q3 		$3.34M Sell
8,761
-103
-1% -$35.9K 0.95% 30
2024
Q2 		$2.65M Sell
8,864
-244
-3% -$75.5K 0.88% 29
2024
Q1 		$3.16M Hold
9,108
– – 1.1% 28
2023
Q4 		$2.74M Sell
9,108
-4,492
-33% -$1.21M 1.05% 28
2023
Q3 		$3.47M Sell
13,600
-145
-1% -$38.8K 1.51% 25
2023
Q2 		$3.65M Sell
13,745
-673
-5% -$158K 1.59% 26
2023
Q1 		$3.24M Sell
14,418
-123
-0.8% -$28.1K 1.54% 27
2022
Q4 		$3.45M Sell
14,541
-259
-2% -$59.9K 1.66% 23
2022
Q3 		$3.03M Sell
14,800
-767
-5% -$182K 1.54% 20
2022
Q2 		$3.49M Sell
15,567
-85
-0.5% -$21.8K 1.65% 18
2022
Q1 		$3.91M Buy
15,652
+12,235
+358% +$3.38M 1.61% 22
2021
Q4 		$1.2M Hold
3,417
– – 0.51% 37
2021
Q3 		$956K Hold
3,417
– – 0.49% 38
2021
Q2 		$931K Hold
3,417
– – 0.51% 36
2021
Q1 		$841K Hold
3,417
– – 0.6% 33
2020
Q4 		$837K Buy
+3,417
New +$811K 0.72% 32

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

Curran Financial Partners's SHW Position: Q2 2026 in Review

Curran Financial Partners reduced its Sherwin-Williams (SHW) stake by 5.5% in Q2 2026, selling an estimated $162K and leaving 8,615 shares worth $2.97M. The position accounts for 0.44% of the portfolio, ranked #41.

Curran Financial Partners first reported a position in SHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.91M in Q1 2022. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Curran Financial Partners held 8,615 shares of Sherwin-Williams worth $2.97M as of Q2 2026.
  • Curran Financial Partners sold 506 Sherwin-Williams shares in Q2 2026, an estimated $162K.
  • Sherwin-Williams made up 0.44% of Curran Financial Partners's portfolio in Q2 2026, its #41 holding.
  • Curran Financial Partners first reported a position in Sherwin-Williams in Q4 2020 and has held it in 23 quarters since.
  • Curran Financial Partners's Sherwin-Williams position peaked at $3.91M in Q1 2022.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.