Elwood & Goetz Wealth Advisory Group’s Sherwin-Williams SHW Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$205K	Buy	+597	New	+$191K	0.03%	144

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

Elwood & Goetz Wealth Advisory Group's SHW Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Sherwin-Williams (SHW) in Q2 2026: 597 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings.

1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 597 shares of Sherwin-Williams worth $205K as of Q2 2026.
Sherwin-Williams was a new Elwood & Goetz Wealth Advisory Group position in Q2 2026.
Sherwin-Williams made up 0.03% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #144 holding.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.