CWP
SHW icon

Cyndeo Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Cyndeo Wealth 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 		$1.82M Sell
5,298
-4,451
-46% -$1.42M 0.09% 201
2026
Q1 		$3.13M Sell
9,749
-809
-8% -$278K 0.16% 137
2025
Q4 		$3.42M Buy
10,558
+329
+3% +$110K 0.18% 121
2025
Q3 		$3.54M Sell
10,229
-285
-3% -$100K 0.2% 121
2025
Q2 		$3.61M Buy
10,514
+193
+2% +$66.9K 0.21% 116
2025
Q1 		$3.6M Sell
10,321
-516
-5% -$181K 0.24% 115
2024
Q4 		$3.68M Buy
10,837
+483
+5% +$180K 0.25% 104
2024
Q3 		$3.95M Buy
10,354
+1,116
+12% +$389K 0.28% 101
2024
Q2 		$2.76M Buy
9,238
+469
+5% +$145K 0.22% 129
2024
Q1 		$3.05M Sell
8,769
-2,151
-20% -$685K 0.25% 114
2023
Q4 		$3.41M Buy
10,920
+3,682
+51% +$990K 0.32% 94
2023
Q3 		$1.85M Buy
7,238
+492
+7% +$132K 0.19% 131
2023
Q2 		$1.79M Buy
6,746
+1,791
+36% +$422K 0.19% 131
2023
Q1 		$1.11M Sell
4,955
-129
-3% -$29.5K 0.12% 165
2022
Q4 		$1.21M Buy
+5,084
New +$1.18M 0.14% 155

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Cyndeo Wealth Partners's SHW Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its Sherwin-Williams (SHW) stake by 46% in Q2 2026, selling an estimated $1.42M and leaving 5,298 shares worth $1.82M. The position accounts for 0.09% of the portfolio, ranked #201.

Cyndeo Wealth Partners first reported a position in SHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.95M in Q3 2024. 328 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Cyndeo Wealth Partners held 5,298 shares of Sherwin-Williams worth $1.82M as of Q2 2026.
  • Cyndeo Wealth Partners sold 4,451 Sherwin-Williams shares in Q2 2026, an estimated $1.42M.
  • Sherwin-Williams made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #201 holding.
  • Cyndeo Wealth Partners first reported a position in Sherwin-Williams in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Sherwin-Williams position peaked at $3.95M in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.