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

Dogwood 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 		$41.8K Buy
121
+1
+0.8% +$319 0.02% 176
2026
Q1 		$38.6K Buy
120
+54
+82% +$18.6K 0.02% 168
2025
Q4 		$21.5K Sell
66
-10
-13% -$3.35K 0.01% 190
2025
Q3 		$26.5K Buy
76
+6
+9% +$2.12K 0.01% 157
2025
Q2 		$24.4K Buy
70
+8
+13% +$2.77K 0.01% 159
2025
Q1 		$21.8K Buy
62
+15
+32% +$5.26K 0.01% 147
2024
Q4 		$16.1K Buy
+47
New +$17.5K 0.01% 164
2024
Q3 		– Hold
0
– – – 241
2024
Q2 		– Hold
0
– – – 303
2024
Q1 		– Hold
0
– – – 284
2023
Q4 		– Hold
0
– – – 261

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

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

Dogwood Wealth Management increased its Sherwin-Williams (SHW) stake by 0.83% in Q2 2026, buying an estimated $319 and bringing the position to 121 shares worth $41.8K. The position accounts for 0.02% of the portfolio, ranked #176.

Dogwood Wealth Management first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Dogwood Wealth Management held 121 shares of Sherwin-Williams worth $41.8K as of Q2 2026.
  • Dogwood Wealth Management bought 1 Sherwin-Williams share in Q2 2026, an estimated $319.
  • Sherwin-Williams made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Dogwood Wealth Management first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
  • 1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.