Kinetic Partners Management’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.26M Sell
21,073
-51,840
-71% -$16.6M 0.17% 45
2026
Q1
$23.4M Buy
72,913
+56,280
+338% +$19.4M 1.31% 28
2025
Q4
$5.39M Sell
16,633
-31,600
-66% -$10.6M 0.26% 43
2025
Q3
$16.7M Hold
48,233
0.81% 31
2025
Q2
$16.6M Buy
48,233
+24,133
+100% +$8.36M 0.91% 28
2025
Q1
$8.42M Buy
+24,100
New +$8.46M 0.6% 30

Other funds holding SHW

Kinetic Partners Management's SHW Position: Q2 2026 in Review

Kinetic Partners Management reduced its Sherwin-Williams (SHW) stake by 71% in Q2 2026, selling an estimated $16.6M and leaving 21,073 shares worth $7.26M. The position accounts for 0.17% of the portfolio, ranked #45.

Kinetic Partners Management first reported a position in SHW in Q1 2025 and has held it in 6 quarters since. The position peaked at $23.4M in Q1 2026. 1,744 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Kinetic Partners Management held 21,073 shares of Sherwin-Williams worth $7.26M as of Q2 2026.
  • Kinetic Partners Management sold 51,840 Sherwin-Williams shares in Q2 2026, an estimated $16.6M.
  • Sherwin-Williams made up 0.17% of Kinetic Partners Management's portfolio in Q2 2026, its #45 holding.
  • Kinetic Partners Management first reported a position in Sherwin-Williams in Q1 2025 and has held it in 6 quarters since.
  • Kinetic Partners Management's Sherwin-Williams position peaked at $23.4M in Q1 2026.
  • 1,744 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Kinetic Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.