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Financial Gravity Companies’s Sherwin-Williams SHW Stock Holding History

Financial Gravity Companies’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 		$4.14M Buy
+12,021
New +$3.84M 0.67% 38
2025
Q2 		$4.38M Buy
+12,762
New +$4.42M 0.86% 32
2024
Q4 		$4.34M Hold
12,762
– – 0.99% 25
2024
Q3 		$4.87M Buy
+12,762
New +$4.45M 1.3% 21
2018
Q4 		$1.77M Buy
+12,762
New +$1.72M 1.61% 11

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Financial Gravity Companies's SHW Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Sherwin-Williams (SHW) in Q2 2026: 12,021 shares worth $4.14M. The stake represents 0.67% of the portfolio and ranks #38 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHW as recently as Q2 2025.

Financial Gravity Companies first reported a position in SHW in Q4 2018 and has held it in 5 quarters since. The position peaked at $4.87M in Q3 2024. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Financial Gravity Companies held 12,021 shares of Sherwin-Williams worth $4.14M as of Q2 2026.
  • Sherwin-Williams was a new Financial Gravity Companies position in Q2 2026.
  • Sherwin-Williams made up 0.67% of Financial Gravity Companies's portfolio in Q2 2026, its #38 holding.
  • Financial Gravity Companies first reported a position in Sherwin-Williams in Q4 2018 and has held it in 5 quarters since.
  • Financial Gravity Companies's Sherwin-Williams position peaked at $4.87M in Q3 2024.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.