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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GeoWealth Management's SHW Position: Q1 2026 in Review

GeoWealth Management increased its Sherwin-Williams (SHW) stake by 17% in Q1 2026, buying an estimated $244K and bringing the position to 4,982 shares worth $1.6M. The position accounts for 0.06% of the portfolio, ranked #194.

GeoWealth Management first reported a position in SHW in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.9M in Q3 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • GeoWealth Management held 4,982 shares of Sherwin-Williams worth $1.6M as of Q1 2026.
  • GeoWealth Management bought 710 Sherwin-Williams shares in Q1 2026, an estimated $244K.
  • Sherwin-Williams made up 0.06% of GeoWealth Management's portfolio in Q1 2026, its #194 holding.
  • GeoWealth Management first reported a position in Sherwin-Williams in Q4 2021 and has held it in 11 quarters since.
  • GeoWealth Management's Sherwin-Williams position peaked at $1.9M in Q3 2024.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.