Leverty Financial Group’s Sherwin-Williams SHW Stock Holding History

Leverty Financial Group’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	$383K	Hold	1,184	–	–	0.07%	33
2026 Q2	$408K	Hold	1,184	–	–	0.08%	30
2026 Q1	$380K	Sell	1,184 -96	-8%	-$33K	0.08%	27
2025 Q4	$415K	Sell	1,280 -2	-0.2%	-$669	0.1%	25
2025 Q3	$444K	Buy	1,282 +2	+0.2%	+$705	0.12%	25
2025 Q2	$440K	Hold	1,280	–	–	0.13%	25
2025 Q1	$447K	Hold	1,280	–	–	0.18%	22
2024 Q4	$435K	Hold	1,280	–	–	0.22%	20
2024 Q3	$489K	Hold	1,280	–	–	0.27%	19
2024 Q2	$382K	Sell	1,280 -56	-4%	-$17.3K	0.23%	19
2024 Q1	$464K	Hold	1,336	–	–	0.28%	16
2023 Q4	$417K	Sell	1,336 -59	-4%	-$15.9K	0.26%	17
2023 Q3	$356K	Hold	1,395	–	–	0.26%	15
2023 Q2	$370K	Hold	1,395	–	–	0.27%	17
2023 Q1	$314K	Hold	1,395	–	–	0.25%	16
2022 Q4	$331K	Hold	1,395	–	–	0.28%	17
2022 Q3	$285K	Hold	1,395	–	–	0.28%	15
2022 Q2	$312K	Hold	1,395	–	–	0.29%	15
2022 Q1	$348K	Hold	1,395	–	–	0.27%	17
2021 Q4	$491K	Buy	+1,395	New	+$451K	0.38%	8

Other funds holding SHW

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Leverty Financial Group's SHW Position: Q3 2026 in Review

Leverty Financial Group held its Sherwin-Williams (SHW) position steady in Q3 2026 at 1,184 shares worth $383K. The position accounts for 0.07% of the portfolio, ranked #33.

Leverty Financial Group first reported a position in SHW in Q4 2021 and has held it in 20 quarters since. The position peaked at $491K in Q4 2021. 498 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

Leverty Financial Group held 1,184 shares of Sherwin-Williams worth $383K as of Q3 2026.
Leverty Financial Group left its Sherwin-Williams share count unchanged in Q3 2026.
Sherwin-Williams made up 0.07% of Leverty Financial Group's portfolio in Q3 2026, its #33 holding.
Leverty Financial Group first reported a position in Sherwin-Williams in Q4 2021 and has held it in 20 quarters since.
Leverty Financial Group's Sherwin-Williams position peaked at $491K in Q4 2021.
498 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.