Fortis Group Advisors’s Sherwin-Williams SHW Stock Holding History

Fortis Group Advisors’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	$1.43M	Buy	4,147 +4	+0.1%	+$1.28K	0.23%	109
2026 Q1	$1.33M	Hold	4,143	–	–	0.22%	116
2025 Q4	$1.34M	Hold	4,143	–	–	0.23%	120
2025 Q3	$1.43M	Hold	4,143	–	–	0.25%	93
2025 Q2	$1.42M	Buy	4,143 +25	+0.6%	+$8.66K	0.26%	94
2025 Q1	$1.44M	Hold	4,118	–	–	0.28%	90
2024 Q4	$1.4M	Hold	4,118	–	–	0.26%	86
2024 Q3	$1.57M	Hold	4,118	–	–	0.29%	73
2024 Q2	$1.23M	Hold	4,118	–	–	0.24%	69
2024 Q1	$1.43M	Sell	4,118 -4,118	-50%	-$1.31M	0.26%	76
2023 Q4	$2.57M	Buy	8,236 +4,118	+100%	+$1.11M	0.64%	27
2023 Q3	$1.05M	Buy	+4,118	New	+$1.1M	0.32%	40
2020 Q3	$944K	Buy	+4,068	New	+$888K	0.18%	62

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fortis Group Advisors's SHW Position: Q2 2026 in Review

Fortis Group Advisors increased its Sherwin-Williams (SHW) stake by 0.1% in Q2 2026, buying an estimated $1.28K and bringing the position to 4,147 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #109.

Fortis Group Advisors first reported a position in SHW in Q3 2020 and has held it in 13 quarters since. The position peaked at $2.57M in Q4 2023. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Fortis Group Advisors held 4,147 shares of Sherwin-Williams worth $1.43M as of Q2 2026.
Fortis Group Advisors bought 4 Sherwin-Williams shares in Q2 2026, an estimated $1.28K.
Sherwin-Williams made up 0.23% of Fortis Group Advisors's portfolio in Q2 2026, its #109 holding.
Fortis Group Advisors first reported a position in Sherwin-Williams in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Sherwin-Williams position peaked at $2.57M in Q4 2023.
1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.