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

Dynasty 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 		$298K Sell
865
-377
-30% -$120K ﹤0.01% 319
2026
Q1 		$398K Sell
1,242
-944
-43% -$325K ﹤0.01% 258
2025
Q4 		$708K Buy
2,186
+59
+3% +$19.7K 0.01% 213
2025
Q3 		$737K Sell
2,127
-276
-11% -$97.3K 0.01% 188
2025
Q2 		$825K Sell
2,403
-14
-0.6% -$4.85K 0.01% 144
2025
Q1 		$844K Buy
2,417
+36
+2% +$12.6K 0.01% 158
2024
Q4 		$809K Buy
2,381
+140
+6% +$52.3K 0.01% 161
2024
Q3 		$855K Buy
2,241
+186
+9% +$64.9K 0.03% 140
2024
Q2 		$613K Buy
+2,055
New +$636K 0.02% 171

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

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

Dynasty Wealth Management reduced its Sherwin-Williams (SHW) stake by 30% in Q2 2026, selling an estimated $120K and leaving 865 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

Dynasty Wealth Management first reported a position in SHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $855K in Q3 2024. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Dynasty Wealth Management held 865 shares of Sherwin-Williams worth $298K as of Q2 2026.
  • Dynasty Wealth Management sold 377 Sherwin-Williams shares in Q2 2026, an estimated $120K.
  • Sherwin-Williams made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Dynasty Wealth Management first reported a position in Sherwin-Williams in Q2 2024 and has held it in 9 quarters since.
  • Dynasty Wealth Management's Sherwin-Williams position peaked at $855K in Q3 2024.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

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