GM
SHW icon

GeoWealth Management’s Sherwin-Williams SHW Stock Holding History

GeoWealth 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 		$1.18M Sell
3,423
-1,559
-31% -$498K 0.04% 285
2026
Q1 		$1.6M Buy
4,982
+710
+17% +$244K 0.06% 194
2025
Q4 		$1.38M Buy
4,272
+81
+2% +$27.1K 0.05% 220
2025
Q3 		$1.45M Sell
4,191
-174
-4% -$61.4K 0.05% 229
2025
Q2 		$1.5M Sell
4,365
-29
-0.7% -$10K 0.06% 188
2025
Q1 		$1.53M Sell
4,394
-489
-10% -$172K 0.06% 190
2024
Q4 		$1.66M Sell
4,883
-104
-2% -$38.8K 0.05% 200
2024
Q3 		$1.9M Buy
4,987
+18
+0.4% +$6.28K 0.07% 195
2024
Q2 		$1.48M Buy
4,969
+737
+17% +$228K 0.06% 200
2024
Q1 		$1.47M Buy
4,232
+1,760
+71% +$561K 0.06% 228
2023
Q4 		$771K Buy
+2,472
New +$665K 0.06% 251
2022
Q1 		– Sell
-119
Closed -$41K – 420
2021
Q4 		$41K Buy
+119
New +$38.5K ﹤0.01% 321

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

GeoWealth Management's SHW Position: Q2 2026 in Review

GeoWealth Management reduced its Sherwin-Williams (SHW) stake by 31% in Q2 2026, selling an estimated $498K and leaving 3,423 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #285.

GeoWealth Management first reported a position in SHW in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.9M in Q3 2024. 1,745 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • GeoWealth Management held 3,423 shares of Sherwin-Williams worth $1.18M as of Q2 2026.
  • GeoWealth Management sold 1,559 Sherwin-Williams shares in Q2 2026, an estimated $498K.
  • Sherwin-Williams made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #285 holding.
  • GeoWealth Management first reported a position in Sherwin-Williams in Q4 2021 and has held it in 12 quarters since.
  • GeoWealth Management's Sherwin-Williams position peaked at $1.9M in Q3 2024.
  • 1,745 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.