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

Diversify 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	$738K	Sell	2,256 -648	-22%	-$207K	0.01%	742
2026 Q1	$923K	Buy	2,904 +1,153	+66%	+$397K	0.02%	619
2025 Q4	$623K	Buy	1,751 +39	+2%	+$13K	0.03%	393
2025 Q3	$592K	Buy	1,712 +95	+6%	+$33.5K	0.03%	347
2025 Q2	$579K	Sell	1,617 -16	-1%	-$5.54K	0.04%	350
2025 Q1	$569K	Sell	1,633 -171	-9%	-$60K	0.04%	334
2024 Q4	$596K	Buy	1,804 +399	+28%	+$149K	0.05%	318
2024 Q3	$510K	Buy	1,405 +16	+1%	+$5.58K	0.05%	312
2024 Q2	$471K	Buy	+1,389	New	+$430K	0.06%	292

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

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

Diversify Wealth Management reduced its Sherwin-Williams (SHW) stake by 22% in Q2 2026, selling an estimated $207K and leaving 2,256 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #742.

Diversify Wealth Management first reported a position in SHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $923K in Q1 2026. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Diversify Wealth Management held 2,256 shares of Sherwin-Williams worth $738K as of Q2 2026.
Diversify Wealth Management sold 648 Sherwin-Williams shares in Q2 2026, an estimated $207K.
Sherwin-Williams made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #742 holding.
Diversify Wealth Management first reported a position in Sherwin-Williams in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Sherwin-Williams position peaked at $923K in Q1 2026.
1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.