New Perspectives Inc’s Sherwin-Williams SHW Stock Holding History

New Perspectives Inc’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	$1.15M	Hold	3,350	–	–	0.35%	17
2026 Q1	$1.07M	Hold	3,350	–	–	0.37%	16
2025 Q4	$1.09M	Sell	3,350 -250	-7%	-$83.6K	0.38%	17
2025 Q3	$1.25M	Hold	3,600	–	–	0.56%	15
2025 Q2	$1.24M	Hold	3,600	–	–	0.61%	14
2025 Q1	$1.26M	Hold	3,600	–	–	0.67%	14
2024 Q4	$1.22M	Hold	3,600	–	–	0.66%	13
2024 Q3	$1.37M	Buy	+3,600	New	+$1.26M	0.73%	13

Other funds holding SHW

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New Perspectives Inc's SHW Position: Q2 2026 in Review

New Perspectives Inc held its Sherwin-Williams (SHW) position steady in Q2 2026 at 3,350 shares worth $1.15M. The position accounts for 0.35% of the portfolio, ranked #17.

New Perspectives Inc first reported a position in SHW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q3 2024. 475 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

New Perspectives Inc held 3,350 shares of Sherwin-Williams worth $1.15M as of Q2 2026.
New Perspectives Inc left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.35% of New Perspectives Inc's portfolio in Q2 2026, its #17 holding.
New Perspectives Inc first reported a position in Sherwin-Williams in Q3 2024 and has held it in 8 quarters since.
New Perspectives Inc's Sherwin-Williams position peaked at $1.37M in Q3 2024.
475 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.