Fidato Wealth
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Fidato Wealth’s Sherwin-Williams SHW Stock Holding History

Fidato Wealth’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 		$1.55M Sell
4,793
-765
-14% -$259K 0.84% 8
2026
Q2 		$1.91M Buy
5,558
+24
+0.4% +$7.67K 1.12% 6
2026
Q1 		$1.77M Buy
5,534
+34
+0.6% +$11.7K 1.15% 6
2025
Q4 		$1.78M Buy
5,500
+19
+0.3% +$6.36K 1.14% 6
2025
Q3 		$1.9M Sell
5,481
-113
-2% -$39.8K 1.25% 6
2025
Q2 		$1.92M Buy
5,594
+12
+0.2% +$4.16K 1.37% 6
2025
Q1 		$1.95M Sell
5,582
-1,383
-20% -$485K 1.49% 7
2024
Q4 		$2.37M Sell
6,965
-3,132
-31% -$1.17M 1.78% 7
2024
Q3 		$3.85M Buy
10,097
+5,818
+136% +$2.03M 3.1% 6
2024
Q2 		$1.28M Buy
4,279
+10
+0.2% +$3.09K 1.13% 6
2024
Q1 		$1.48M Buy
4,269
+9
+0.2% +$2.87K 1.33% 6
2023
Q4 		$1.33M Buy
+4,260
New +$1.15M 1.27% 6
2022
Q4 		$787K Buy
3,316
+7
+0.2% +$1.62K 0.99% 5
2022
Q3 		$678K Buy
3,309
+8
+0.2% +$1.9K 0.93% 5
2022
Q2 		$739K Buy
3,301
+7
+0.2% +$1.8K 0.97% 5
2022
Q1 		$822K Buy
+3,294
New +$910K 0.9% 5

Other funds holding SHW

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fidato Wealth's SHW Position: Q3 2026 in Review

Fidato Wealth reduced its Sherwin-Williams (SHW) stake by 14% in Q3 2026, selling an estimated $259K and leaving 4,793 shares worth $1.55M. The position accounts for 0.84% of the portfolio, ranked #8.

Fidato Wealth first reported a position in SHW in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.85M in Q3 2024. 621 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Fidato Wealth held 4,793 shares of Sherwin-Williams worth $1.55M as of Q3 2026.
  • Fidato Wealth sold 765 Sherwin-Williams shares in Q3 2026, an estimated $259K.
  • Sherwin-Williams made up 0.84% of Fidato Wealth's portfolio in Q3 2026, its #8 holding.
  • Fidato Wealth first reported a position in Sherwin-Williams in Q1 2022 and has held it in 16 quarters since.
  • Fidato Wealth's Sherwin-Williams position peaked at $3.85M in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Fidato Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.