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Kelleher Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Kelleher Financial Advisors’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 		$282K Buy
+818
New +$261K 0.04% 239
2016
Q2 		– Sell
-3,369
Closed -$319K – 195
2016
Q1 		$319K Buy
+3,369
New +$295K 0.18% 115

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

Kelleher Financial Advisors's SHW Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Sherwin-Williams (SHW) in Q2 2026: 818 shares worth $282K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in SHW as recently as Q1 2016.

Kelleher Financial Advisors first reported a position in SHW in Q1 2016 and has held it in 2 quarters since. The position peaked at $319K in Q1 2016. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Kelleher Financial Advisors held 818 shares of Sherwin-Williams worth $282K as of Q2 2026.
  • Sherwin-Williams was a new Kelleher Financial Advisors position in Q2 2026.
  • Sherwin-Williams made up 0.04% of Kelleher Financial Advisors's portfolio in Q2 2026, its #239 holding.
  • Kelleher Financial Advisors first reported a position in Sherwin-Williams in Q1 2016 and has held it in 2 quarters since.
  • Kelleher Financial Advisors's Sherwin-Williams position peaked at $319K in Q1 2016.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.