Dougherty Wealth Advisers’s Sherwin-Williams SHW Stock Holding History

Dougherty Wealth Advisers’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 Q3	$54.6K	Hold	169	–	–	0.03%	102
2026 Q2	$58.2K	Hold	169	–	–	0.03%	79
2026 Q1	$54.2K	Hold	169	–	–	0.03%	77
2025 Q4	$54.8K	Hold	169	–	–	0.03%	81
2025 Q3	$58.5K	Hold	169	–	–	0.04%	76
2025 Q2	$58K	Hold	169	–	–	0.04%	77
2025 Q1	$59K	Hold	169	–	–	0.04%	75
2024 Q4	$57.4K	Hold	169	–	–	0.04%	77
2024 Q3	$64.5K	Hold	169	–	–	0.05%	70
2024 Q2	$50.4K	Hold	169	–	–	0.04%	74
2024 Q1	$58.7K	Sell	169 -215	-56%	-$68.5K	0.05%	72
2023 Q4	$120K	Hold	384	–	–	0.11%	52
2023 Q3	$97.9K	Sell	384 -96	-20%	-$25.7K	0.11%	52
2023 Q2	$127K	Hold	480	–	–	0.17%	48
2023 Q1	$108K	Hold	480	–	–	0.16%	54
2022 Q4	$114K	Hold	480	–	–	0.19%	55
2022 Q3	$98K	Hold	480	–	–	0.19%	52
2022 Q2	$107K	Hold	480	–	–	0.2%	51
2022 Q1	$120K	Hold	480	–	–	0.18%	56
2021 Q4	$169K	Hold	480	–	–	0.24%	44
2021 Q3	$134K	Hold	480	–	–	0.2%	54
2021 Q2	$131K	Hold	480	–	–	0.19%	61
2021 Q1	$118K	Hold	480	–	–	0.18%	58
2020 Q4	$118K	Hold	480	–	–	0.19%	51
2020 Q3	$111K	Hold	480	–	–	0.38%	49
2020 Q2	$92K	Hold	480	–	–	0.34%	58
2020 Q1	$74K	Hold	480	–	–	0.29%	68
2019 Q4	$93K	Hold	480	–	–	0.28%	69
2019 Q3	$88K	Hold	480	–	–	0.29%	73
2019 Q2	$73K	Hold	480	–	–	0.21%	89
2019 Q1	$69K	Hold	480	–	–	0.23%	80
2018 Q4	$67K	Buy	+480	New	+$64.8K	0.22%	82

Other funds holding SHW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dougherty Wealth Advisers's SHW Position: Q3 2026 in Review

Dougherty Wealth Advisers held its Sherwin-Williams (SHW) position steady in Q3 2026 at 169 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #102.

Dougherty Wealth Advisers first reported a position in SHW in Q4 2018 and has held it in 32 quarters since. The position peaked at $169K in Q4 2021. 1,022 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

Dougherty Wealth Advisers held 169 shares of Sherwin-Williams worth $54.6K as of Q3 2026.
Dougherty Wealth Advisers left its Sherwin-Williams share count unchanged in Q3 2026.
Sherwin-Williams made up 0.03% of Dougherty Wealth Advisers's portfolio in Q3 2026, its #102 holding.
Dougherty Wealth Advisers first reported a position in Sherwin-Williams in Q4 2018 and has held it in 32 quarters since.
Dougherty Wealth Advisers's Sherwin-Williams position peaked at $169K in Q4 2021.
1,022 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.