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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidato Wealth's SHW Position: Q1 2026 in Review

Fidato Wealth increased its Sherwin-Williams (SHW) stake by 0.62% in Q1 2026, buying an estimated $11.7K and bringing the position to 5,534 shares worth $1.77M. The position accounts for 1.15% of the portfolio, ranked #6.

Fidato Wealth first reported a position in SHW in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.85M in Q3 2024. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Fidato Wealth held 5,534 shares of Sherwin-Williams worth $1.77M as of Q1 2026.
Fidato Wealth bought 34 Sherwin-Williams shares in Q1 2026, an estimated $11.7K.
Sherwin-Williams made up 1.15% of Fidato Wealth's portfolio in Q1 2026, its #6 holding.
Fidato Wealth first reported a position in Sherwin-Williams in Q1 2022 and has held it in 14 quarters since.
Fidato Wealth's Sherwin-Williams position peaked at $3.85M in Q3 2024.
1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Fidato Wealth's 13F filing for Q1 2026, filed 7 May 2026.