Kingswood Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Kingswood Wealth 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	$324K	Sell	940 -42	-4%	-$13.4K	0.01%	749
2026 Q1	$315K	Sell	982 -143	-13%	-$49.2K	0.01%	696
2025 Q4	$365K	Buy	1,125 +476	+73%	+$159K	0.02%	622
2025 Q3	$225K	Sell	649 -161	-20%	-$56.8K	0.01%	731
2025 Q2	$278K	Buy	810 +2	+0.2%	+$693	0.02%	594
2025 Q1	$282K	Buy	808 +3	+0.4%	+$1.05K	0.03%	569
2024 Q4	$274K	Buy	+805	New	+$300K	0.02%	638
2024 Q3	–	Sell	-784	Closed	-$234K	–	740
2024 Q2	$234K	Buy	+784	New	+$243K	0.02%	592

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

Kingswood Wealth Advisors's SHW Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 4.3% in Q2 2026, selling an estimated $13.4K and leaving 940 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #749.

Kingswood Wealth Advisors first reported a position in SHW in Q2 2024 and has held it in 8 quarters since. The position peaked at $365K in Q4 2025. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Kingswood Wealth Advisors held 940 shares of Sherwin-Williams worth $324K as of Q2 2026.
Kingswood Wealth Advisors sold 42 Sherwin-Williams shares in Q2 2026, an estimated $13.4K.
Sherwin-Williams made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #749 holding.
Kingswood Wealth Advisors first reported a position in Sherwin-Williams in Q2 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Sherwin-Williams position peaked at $365K in Q4 2025.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.