Daniel Sundheim’s Sherwin-Williams SHW Stock Holding History

Daniel Sundheim’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	$431M	Buy	1,252,471 +778,718	+164%	+$249M	1.24%	9
2026 Q1	$152M	Sell	473,753 -488,371	-51%	-$168M	1.35%	32
2025 Q4	$312M	Buy	+962,124	New	+$322M	2.91%	13
2023 Q1	–	Sell	-1,009,700	Closed	-$240M	–	44
2022 Q4	$240M	Sell	1,009,700 -989,000	-49%	-$229M	4.91%	8
2022 Q3	$409M	Buy	+1,998,700	New	+$473M	7.47%	4
2019 Q1	–	Sell	-1,815,000	Closed	-$238M	–	34
2018 Q4	$238M	Buy	+1,815,000	New	+$245M	4.57%	9

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

Daniel Sundheim's SHW Position: Q2 2026 in Review

Daniel Sundheim increased its Sherwin-Williams (SHW) stake by 164% in Q2 2026, buying an estimated $249M and bringing the position to 1,252,471 shares worth $431M. The position accounts for 1.24% of the portfolio, ranked #9.

Daniel Sundheim first reported a position in SHW in Q4 2018 and has held it in 6 quarters since. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Daniel Sundheim held 1,252,471 shares of Sherwin-Williams worth $431M as of Q2 2026.
Daniel Sundheim bought 778,718 Sherwin-Williams shares in Q2 2026, an estimated $249M.
Sherwin-Williams made up 1.24% of Daniel Sundheim's portfolio in Q2 2026, its #9 holding.
Daniel Sundheim first reported a position in Sherwin-Williams in Q4 2018 and has held it in 6 quarters since.
1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.