GWM
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GDS Wealth Management’s Sherwin-Williams SHW Stock Holding History

GDS Wealth Management’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 		$393K Sell
1,141
-58
-5% -$18.5K 0.02% 161
2026
Q1 		$384K Buy
1,199
+134
+13% +$46.1K 0.02% 136
2025
Q4 		$345K Buy
1,065
+30
+3% +$10K 0.02% 143
2025
Q3 		$358K Buy
+1,035
New +$365K 0.02% 139

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

GDS Wealth Management's SHW Position: Q2 2026 in Review

GDS Wealth Management reduced its Sherwin-Williams (SHW) stake by 4.8% in Q2 2026, selling an estimated $18.5K and leaving 1,141 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #161.

GDS Wealth Management first reported a position in SHW in Q3 2025 and has held it in 4 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • GDS Wealth Management held 1,141 shares of Sherwin-Williams worth $393K as of Q2 2026.
  • GDS Wealth Management sold 58 Sherwin-Williams shares in Q2 2026, an estimated $18.5K.
  • Sherwin-Williams made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #161 holding.
  • GDS Wealth Management first reported a position in Sherwin-Williams in Q3 2025 and has held it in 4 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.