Naviter Wealth’s Sherwin-Williams SHW Stock Holding History

Naviter 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	$365K	Buy	1,061 +96	+10%	+$30.7K	0.03%	244
2026 Q1	$309K	Buy	965 +1	+0.1%	+$344	0.04%	233
2025 Q4	$312K	Sell	964 -15	-2%	-$5.02K	0.04%	229
2025 Q3	$339K	Buy	979 +8	+0.8%	+$2.82K	0.04%	225
2025 Q2	$333K	Sell	971 -6	-0.6%	-$2.08K	0.04%	226
2025 Q1	$332K	Buy	977 +21	+2%	+$7.37K	0.04%	222
2024 Q4	$325K	Buy	+956	New	+$357K	0.04%	233

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

Naviter Wealth's SHW Position: Q2 2026 in Review

Naviter Wealth increased its Sherwin-Williams (SHW) stake by 9.9% in Q2 2026, buying an estimated $30.7K and bringing the position to 1,061 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #244.

Naviter Wealth first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. 1,744 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Naviter Wealth held 1,061 shares of Sherwin-Williams worth $365K as of Q2 2026.
Naviter Wealth bought 96 Sherwin-Williams shares in Q2 2026, an estimated $30.7K.
Sherwin-Williams made up 0.03% of Naviter Wealth's portfolio in Q2 2026, its #244 holding.
Naviter Wealth first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
1,744 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.