Key Financial Inc
SHW icon

Key Financial Inc’s Sherwin-Williams SHW Stock Holding History

Key Financial Inc’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
Q3 		$61.9K Buy
192
+4
+2% +$1.35K 0.01% 500
2026
Q2 		$64.6K Sell
188
-60
-24% -$19.2K 0.01% 495
2026
Q1 		$79.5K Sell
248
-1
-0.4% -$344 0.01% 441
2025
Q4 		$80.7K Hold
249
– – 0.01% 431
2025
Q3 		$85K Buy
249
+1
+0.4% +$353 0.02% 419
2025
Q2 		$85.2K Hold
248
– – 0.02% 402
2025
Q1 		$86.6K Buy
248
+2
+0.8% +$702 0.02% 386
2024
Q4 		$83.6K Hold
246
– – 0.02% 389
2024
Q3 		$93.9K Buy
246
+6
+3% +$2.09K 0.02% 358
2024
Q2 		$71.6K Hold
240
– – 0.02% 400
2024
Q1 		$83.4K Hold
240
– – 0.02% 353
2023
Q4 		$74.9K Hold
240
– – 0.02% 360
2023
Q3 		$61.2K Hold
240
– – 0.02% 370
2023
Q2 		$63.7K Buy
240
+17
+8% +$4K 0.02% 369
2023
Q1 		$50.1K Hold
223
– – 0.02% 395
2022
Q4 		$45.7K Hold
223
– – 0.02% 373
2022
Q3 		$46K Hold
223
– – 0.02% 376
2022
Q2 		$52K Hold
223
– – 0.03% 354
2022
Q1 		$56K Hold
223
– – 0.03% 348
2021
Q4 		$79K Hold
223
– – 0.04% 273
2021
Q3 		$62K Buy
223
+7
+3% +$2.05K 0.04% 310
2021
Q2 		$63K Buy
216
+33
+18% +$9.04K 0.04% 315
2021
Q1 		$45K Hold
183
– – 0.03% 295
2020
Q4 		$45K Buy
+183
New +$43.4K 0.03% 261
2020
Q2 		– Sell
-183
Closed -$29K – 529
2020
Q1 		$29K Buy
+183
New +$33K 0.03% 286

Other funds holding SHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Key Financial Inc's SHW Position: Q3 2026 in Review

Key Financial Inc increased its Sherwin-Williams (SHW) stake by 2.1% in Q3 2026, buying an estimated $1.35K and bringing the position to 192 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #500.

Key Financial Inc first reported a position in SHW in Q1 2020 and has held it in 25 quarters since. The position peaked at $93.9K in Q3 2024. 951 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Key Financial Inc held 192 shares of Sherwin-Williams worth $61.9K as of Q3 2026.
  • Key Financial Inc bought 4 Sherwin-Williams shares in Q3 2026, an estimated $1.35K.
  • Sherwin-Williams made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #500 holding.
  • Key Financial Inc first reported a position in Sherwin-Williams in Q1 2020 and has held it in 25 quarters since.
  • Key Financial Inc's Sherwin-Williams position peaked at $93.9K in Q3 2024.
  • 951 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.