Newbridge Financial Services Group’s Sherwin-Williams SHW Stock Holding History

Newbridge Financial Services Group’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	$9.45K	Hold	27	–	–	﹤0.01%	857
2026 Q1	$8.77K	Hold	27	–	–	﹤0.01%	818
2025 Q4	$8.84K	Hold	27	–	–	﹤0.01%	800
2025 Q3	$9.43K	Hold	27	–	–	﹤0.01%	906
2025 Q2	$9.33K	Hold	27	–	–	﹤0.01%	908
2025 Q1	$9.47K	Hold	27	–	–	﹤0.01%	695
2024 Q4	$9.2K	Buy	+27	New	+$10.1K	﹤0.01%	753
2024 Q2	–	Sell	-70	Closed	-$24.3K	–	1212
2024 Q1	$24.3K	Hold	70	–	–	0.01%	559
2023 Q4	$21.8K	Sell	70 -111	-61%	-$29.8K	0.01%	576
2023 Q3	$46.1K	Sell	181 -250	-58%	-$66.9K	0.02%	428
2023 Q2	$114K	Sell	431 -160	-27%	-$37.7K	0.06%	283
2023 Q1	$133K	Buy	591 +242	+69%	+$55.4K	0.07%	268
2022 Q4	$82.9K	Buy	349 +270	+342%	+$62.4K	0.05%	338
2022 Q3	$16K	Sell	79 -9	-10%	-$2.13K	0.01%	764
2022 Q2	$20K	Hold	88	–	–	0.01%	659
2022 Q1	$22K	Buy	88 +1	+1%	+$276	0.01%	708
2021 Q4	$31K	Hold	87	–	–	0.01%	604
2021 Q3	$24K	Hold	87	–	–	0.02%	612
2021 Q2	$24K	Buy	87 +9	+12%	+$2.47K	0.01%	721
2021 Q1	$19K	Buy	78 +69	+767%	+$16.4K	0.01%	710
2020 Q4	$2K	Buy	+9	New	+$2.13K	﹤0.01%	983

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

Newbridge Financial Services Group's SHW Position: Q2 2026 in Review

Newbridge Financial Services Group held its Sherwin-Williams (SHW) position steady in Q2 2026 at 27 shares worth $9.45K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Newbridge Financial Services Group first reported a position in SHW in Q4 2020 and has held it in 21 quarters since. The position peaked at $133K in Q1 2023. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Newbridge Financial Services Group held 27 shares of Sherwin-Williams worth $9.45K as of Q2 2026.
Newbridge Financial Services Group left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #857 holding.
Newbridge Financial Services Group first reported a position in Sherwin-Williams in Q4 2020 and has held it in 21 quarters since.
Newbridge Financial Services Group's Sherwin-Williams position peaked at $133K in Q1 2023.
1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.