MWM
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Modern Wealth Management’s Sherwin-Williams SHW Stock Holding History

Modern 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 		$562K Buy
1,632
+128
+9% +$40.9K 0.01% 682
2026
Q1 		$490K Sell
1,504
-94
-6% -$32.4K 0.01% 584
2025
Q4 		$518K Buy
1,598
+172
+12% +$57.5K 0.01% 529
2025
Q3 		$494K Sell
1,426
-137
-9% -$48.3K 0.01% 508
2025
Q2 		$537K Buy
1,563
+181
+13% +$62.7K 0.01% 462
2025
Q1 		$483K Buy
1,382
+505
+58% +$177K 0.02% 429
2024
Q4 		$298K Buy
+877
New +$327K 0.01% 459

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Modern Wealth Management increased its Sherwin-Williams (SHW) stake by 8.5% in Q2 2026, buying an estimated $40.9K and bringing the position to 1,632 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #682.

Modern Wealth Management first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Modern Wealth Management held 1,632 shares of Sherwin-Williams worth $562K as of Q2 2026.
  • Modern Wealth Management bought 128 Sherwin-Williams shares in Q2 2026, an estimated $40.9K.
  • Sherwin-Williams made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #682 holding.
  • Modern Wealth Management first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

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