GWP
SHW icon

Gen-Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Gen-Wealth Partners’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 		$2.12M Sell
6,147
-123
-2% -$39.3K 0.59% 45
2026
Q1 		$2.01M Buy
6,270
+81
+1% +$27.9K 0.63% 45
2025
Q4 		$2.01M Buy
6,189
+169
+3% +$56.5K 0.64% 39
2025
Q3 		$2.08M Buy
6,020
+395
+7% +$139K 0.7% 28
2025
Q2 		$1.93M Buy
5,625
+135
+2% +$46.8K 0.75% 27
2025
Q1 		$1.92M Buy
5,490
+272
+5% +$95.5K 0.8% 26
2024
Q4 		$1.77M Buy
5,218
+2,988
+134% +$1.12M 0.76% 25
2024
Q3 		$807K Sell
2,230
-35
-2% -$12.2K 0.35% 66
2024
Q2 		$676K Buy
2,265
+241
+12% +$74.6K 0.33% 71
2024
Q1 		$703K Buy
+2,024
New +$645K 0.35% 66

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

Gen-Wealth Partners's SHW Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Sherwin-Williams (SHW) stake by 2% in Q2 2026, selling an estimated $39.3K and leaving 6,147 shares worth $2.12M. The position accounts for 0.59% of the portfolio, ranked #45.

Gen-Wealth Partners first reported a position in SHW in Q1 2024 and has held it in 10 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Gen-Wealth Partners held 6,147 shares of Sherwin-Williams worth $2.12M as of Q2 2026.
  • Gen-Wealth Partners sold 123 Sherwin-Williams shares in Q2 2026, an estimated $39.3K.
  • Sherwin-Williams made up 0.59% of Gen-Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Gen-Wealth Partners first reported a position in Sherwin-Williams in Q1 2024 and has held it in 10 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.