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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Key Financial Inc's SHW Position: Q2 2026 in Review

Key Financial Inc reduced its Sherwin-Williams (SHW) stake by 24% in Q2 2026, selling an estimated $19.2K and leaving 188 shares worth $64.6K. The position accounts for 0.01% of the portfolio, ranked #495.

Key Financial Inc first reported a position in SHW in Q1 2020 and has held it in 24 quarters since. The position peaked at $93.9K in Q3 2024. 1,744 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Key Financial Inc held 188 shares of Sherwin-Williams worth $64.6K as of Q2 2026.
Key Financial Inc sold 60 Sherwin-Williams shares in Q2 2026, an estimated $19.2K.
Sherwin-Williams made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #495 holding.
Key Financial Inc first reported a position in Sherwin-Williams in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Sherwin-Williams position peaked at $93.9K in Q3 2024.
1,744 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.