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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
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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Everhart Financial Group's SHW Position: Q2 2026 in Review

Everhart Financial Group increased its Sherwin-Williams (SHW) stake by 3.9% in Q2 2026, buying an estimated $22.7K and bringing the position to 1,870 shares worth $644K. The position accounts for 0.04% of the portfolio, ranked #238.

Everhart Financial Group first reported a position in SHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $727K in Q3 2025. 368 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Everhart Financial Group held 1,870 shares of Sherwin-Williams worth $644K as of Q2 2026.
  • Everhart Financial Group bought 71 Sherwin-Williams shares in Q2 2026, an estimated $22.7K.
  • Sherwin-Williams made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #238 holding.
  • Everhart Financial Group first reported a position in Sherwin-Williams in Q3 2023 and has held it in 12 quarters since.
  • Everhart Financial Group's Sherwin-Williams position peaked at $727K in Q3 2025.
  • 368 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.