MBL Wealth’s Sherwin-Williams SHW Stock Holding History

MBL Wealth’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	$360K	Hold	1,045	–	–	0.02%	251
2026 Q1	$335K	Buy	1,045 +7	+0.7%	+$2.41K	0.03%	243
2025 Q4	$336K	Buy	+1,038	New	+$347K	0.03%	225

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

MBL Wealth's SHW Position: Q2 2026 in Review

MBL Wealth held its Sherwin-Williams (SHW) position steady in Q2 2026 at 1,045 shares worth $360K. The position accounts for 0.02% of the portfolio, ranked #251.

MBL Wealth first reported a position in SHW in Q4 2025 and has held it in 3 quarters since. 1,739 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

MBL Wealth held 1,045 shares of Sherwin-Williams worth $360K as of Q2 2026.
MBL Wealth left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #251 holding.
MBL Wealth first reported a position in Sherwin-Williams in Q4 2025 and has held it in 3 quarters since.
1,739 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.