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GoalVest Advisory’s Sherwin-Williams SHW Stock Holding History

GoalVest Advisory’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 		– Sell
-200
Closed -$64.1K – 553
2026
Q1 		$64.1K Sell
200
-126
-39% -$43.4K 0.01% 201
2025
Q4 		$106K Buy
326
+26
+9% +$8.7K 0.02% 182
2025
Q3 		$104K Sell
300
-3,065
-91% -$1.08M 0.02% 167
2025
Q2 		$1.16M Hold
3,365
– – 0.29% 67
2025
Q1 		$1.18M Buy
3,365
+510
+18% +$179K 0.32% 64
2024
Q4 		$971K Hold
2,855
– – 0.27% 63
2024
Q3 		$1.09M Hold
2,855
– – 0.31% 60
2024
Q2 		$852K Buy
2,855
+5
+0.2% +$1.55K 0.27% 63
2024
Q1 		$990K Buy
+2,850
New +$908K 0.33% 57
2022
Q3 		– Sell
-132
Closed -$32K – 299
2022
Q2 		$32K Buy
132
+57
+76% +$14.6K 0.02% 186
2022
Q1 		$19K Buy
+75
New +$20.7K 0.01% 200

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GoalVest Advisory's SHW Position: Q2 2026 in Review

GoalVest Advisory sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 200 shares — an estimated $64.1K sold.

GoalVest Advisory first reported a position in SHW in Q1 2022 and held it in 11 quarters. The position peaked at $1.18M in Q1 2025. 243 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • GoalVest Advisory reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 200 Sherwin-Williams shares in Q2 2026, an estimated $64.1K.
  • GoalVest Advisory first reported a position in Sherwin-Williams in Q1 2022 and held it in 11 quarters.
  • GoalVest Advisory's Sherwin-Williams position peaked at $1.18M in Q1 2025.
  • 243 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.