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Fiduciary Planning’s Sherwin-Williams SHW Stock Holding History

Fiduciary Planning’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 		$2.02M Buy
+6,243
New +$2.11M 0.52% 28
2021
Q4 		– Sell
-3,641
Closed -$1.02M – 58
2021
Q3 		$1.02M Buy
3,641
+7
+0.2% +$2.05K 0.54% 25
2021
Q2 		$990K Buy
+3,634
New +$996K 0.86% 30

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Locust Wood Capital Advisers
Locust Wood Capital Advisers New York $4.43B AUM 19.95% 1-Year Est. Return

Fiduciary Planning's SHW Position: Q3 2026 in Review

Fiduciary Planning opened a new position in Sherwin-Williams (SHW) in Q3 2026: 6,243 shares worth $2.02M. The stake represents 0.52% of the portfolio and ranks #28 among its holdings. This is a return to the name: Fiduciary Planning previously reported a position in SHW as recently as Q3 2021.

Fiduciary Planning first reported a position in SHW in Q2 2021 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Fiduciary Planning held 6,243 shares of Sherwin-Williams worth $2.02M as of Q3 2026.
  • Sherwin-Williams was a new Fiduciary Planning position in Q3 2026.
  • Sherwin-Williams made up 0.52% of Fiduciary Planning's portfolio in Q3 2026, its #28 holding.
  • Fiduciary Planning first reported a position in Sherwin-Williams in Q2 2021 and has held it in 3 quarters since.
  • 769 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.