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Everhart Financial Group’s Sherwin-Williams SHW Stock Holding History

Everhart Financial 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
Q3 		$625K Buy
1,932
+62
+3% +$21K 0.04% 250
2026
Q2 		$644K Buy
1,870
+71
+4% +$22.7K 0.04% 238
2026
Q1 		$577K Sell
1,799
-3
-0.2% -$1.03K 0.05% 247
2025
Q4 		$584K Sell
1,802
-299
-14% -$100K 0.05% 236
2025
Q3 		$727K Buy
2,101
+303
+17% +$107K 0.07% 202
2025
Q2 		$617K Buy
1,798
+82
+5% +$28.4K 0.07% 200
2025
Q1 		$599K Buy
1,716
+96
+6% +$33.7K 0.08% 170
2024
Q4 		$551K Buy
1,620
+133
+9% +$49.6K 0.11% 174
2024
Q3 		$568K Buy
1,487
+202
+16% +$70.5K 0.13% 179
2024
Q2 		$383K Buy
1,285
+245
+24% +$75.8K 0.1% 201
2024
Q1 		$361K Buy
1,040
+127
+14% +$40.5K 0.11% 194
2023
Q4 		$285K Buy
913
+103
+13% +$27.7K 0.1% 188
2023
Q3 		$207K Buy
+810
New +$217K 0.09% 203

Other funds holding SHW

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Everhart Financial Group's SHW Position: Q3 2026 in Review

Everhart Financial Group increased its Sherwin-Williams (SHW) stake by 3.3% in Q3 2026, buying an estimated $21K and bringing the position to 1,932 shares worth $625K. The position accounts for 0.04% of the portfolio, ranked #250.

Everhart Financial Group first reported a position in SHW in Q3 2023 and has held it in 13 quarters since. The position peaked at $727K in Q3 2025. 57 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Everhart Financial Group held 1,932 shares of Sherwin-Williams worth $625K as of Q3 2026.
  • Everhart Financial Group bought 62 Sherwin-Williams shares in Q3 2026, an estimated $21K.
  • Sherwin-Williams made up 0.04% of Everhart Financial Group's portfolio in Q3 2026, its #250 holding.
  • Everhart Financial Group first reported a position in Sherwin-Williams in Q3 2023 and has held it in 13 quarters since.
  • Everhart Financial Group's Sherwin-Williams position peaked at $727K in Q3 2025.
  • 57 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.