Mascoma Wealth Management’s Sherwin-Williams SHW Stock Holding History

Mascoma Wealth Management’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	$5.85K	Sell	17 -2	-11%	-$639	﹤0.01%	366
2026 Q1	$6.09K	Sell	19 -1	-5%	-$344	﹤0.01%	357
2025 Q4	$6.48K	Sell	20 -15	-43%	-$5.02K	﹤0.01%	346
2025 Q3	$12.1K	Sell	35 -19	-35%	-$6.7K	﹤0.01%	308
2025 Q2	$18.5K	Hold	54	–	–	﹤0.01%	268
2025 Q1	$18.9K	Sell	54 -185	-77%	-$64.9K	﹤0.01%	269
2024 Q4	$81.2K	Buy	239 +19	+9%	+$7.09K	0.02%	159
2024 Q3	$84K	Sell	220 -5	-2%	-$1.75K	0.02%	153
2024 Q2	$67.1K	Buy	+225	New	+$69.6K	0.02%	167

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

Mascoma Wealth Management's SHW Position: Q2 2026 in Review

Mascoma Wealth Management reduced its Sherwin-Williams (SHW) stake by 11% in Q2 2026, selling an estimated $639 and leaving 17 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Mascoma Wealth Management first reported a position in SHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $84K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Mascoma Wealth Management held 17 shares of Sherwin-Williams worth $5.85K as of Q2 2026.
Mascoma Wealth Management sold 2 Sherwin-Williams shares in Q2 2026, an estimated $639.
Sherwin-Williams made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #366 holding.
Mascoma Wealth Management first reported a position in Sherwin-Williams in Q2 2024 and has held it in 9 quarters since.
Mascoma Wealth Management's Sherwin-Williams position peaked at $84K in Q3 2024.
1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.