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Dakota Wealth Management’s Sherwin-Williams SHW Stock Holding History

Dakota Wealth Management’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 		$1.67M Buy
4,860
+12
+0.2% +$3.83K 0.03% 345
2026
Q1 		$1.55M Buy
4,848
+1,205
+33% +$415K 0.03% 329
2025
Q4 		$1.18M Buy
3,643
+2,312
+174% +$773K 0.02% 372
2025
Q3 		$461K Sell
1,331
-424
-24% -$149K 0.01% 494
2025
Q2 		$603K Sell
1,755
-249
-12% -$86.3K 0.01% 484
2025
Q1 		$700K Sell
2,004
-275
-12% -$96.5K 0.02% 449
2024
Q4 		$775K Sell
2,279
-131
-5% -$48.9K 0.02% 413
2024
Q3 		$920K Buy
2,410
+233
+11% +$81.3K 0.02% 386
2024
Q2 		$650K Buy
2,177
+31
+1% +$9.59K 0.02% 460
2024
Q1 		$745K Buy
2,146
+1,322
+160% +$421K 0.02% 427
2023
Q4 		$257K Buy
+824
New +$222K 0.01% 552
2022
Q1 		– Sell
-8,957
Closed -$3.15M – 480
2021
Q4 		$3.15M Buy
8,957
+478
+6% +$154K 0.33% 82
2021
Q3 		$2.37M Sell
8,479
-6,937
-45% -$2.03M 0.27% 102
2021
Q2 		$4.2M Sell
15,416
-691
-4% -$189K 0.5% 55
2021
Q1 		$3.96M Sell
16,107
-1,743
-10% -$415K 0.52% 53
2020
Q4 		$4.37M Buy
17,850
+216
+1% +$51.2K 0.57% 49
2020
Q3 		$4.1M Buy
17,634
+3,159
+22% +$690K 0.65% 50
2020
Q2 		$2.79M Buy
14,475
+837
+6% +$151K 0.48% 63
2020
Q1 		$2.09M Sell
13,638
-3,828
-22% -$691K 0.46% 61
2019
Q4 		$3.4M Buy
17,466
+7,587
+77% +$1.45M 0.54% 52
2019
Q3 		$1.81M Buy
9,879
+6,435
+187% +$1.09M 0.31% 85
2019
Q2 		$527K Buy
3,444
+381
+12% +$56.9K 0.1% 176
2019
Q1 		$439K Buy
+3,063
New +$426K 0.09% 191

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

Dakota Wealth Management's SHW Position: Q2 2026 in Review

Dakota Wealth Management increased its Sherwin-Williams (SHW) stake by 0.25% in Q2 2026, buying an estimated $3.83K and bringing the position to 4,860 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #345.

Dakota Wealth Management first reported a position in SHW in Q1 2019 and has held it in 23 quarters since. The position peaked at $4.37M in Q4 2020. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Dakota Wealth Management held 4,860 shares of Sherwin-Williams worth $1.67M as of Q2 2026.
  • Dakota Wealth Management bought 12 Sherwin-Williams shares in Q2 2026, an estimated $3.83K.
  • Sherwin-Williams made up 0.03% of Dakota Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Dakota Wealth Management first reported a position in Sherwin-Williams in Q1 2019 and has held it in 23 quarters since.
  • Dakota Wealth Management's Sherwin-Williams position peaked at $4.37M in Q4 2020.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.