Nicholson Wealth Management Group’s Sherwin-Williams SHW Stock Holding History

Nicholson Wealth Management 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 Q3	$1.85M	Buy	5,708 +99	+2%	+$33.5K	1.1%	31
2026 Q2	$1.93M	Sell	5,609 -14	-0.2%	-$4.47K	1.14%	37
2026 Q1	$1.8M	Sell	5,623 -140	-2%	-$48.2K	1.05%	47
2025 Q4	$1.87M	Buy	5,763 +757	+15%	+$253K	1.1%	34
2025 Q3	$1.73M	Buy	5,006 +305	+6%	+$108K	1.02%	44
2025 Q2	$1.61M	Buy	4,701 +364	+8%	+$126K	0.99%	47
2025 Q1	$1.51M	Buy	4,337 +178	+4%	+$62.5K	0.99%	54
2024 Q4	$1.41M	Buy	4,159 +1,509	+57%	+$563K	0.94%	65
2024 Q3	$1.01M	Buy	+2,650	New	+$925K	0.83%	34

Other funds holding SHW

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Nicholson Wealth Management Group's SHW Position: Q3 2026 in Review

Nicholson Wealth Management Group increased its Sherwin-Williams (SHW) stake by 1.8% in Q3 2026, buying an estimated $33.5K and bringing the position to 5,708 shares worth $1.85M. The position accounts for 1.1% of the portfolio, ranked #31.

Nicholson Wealth Management Group first reported a position in SHW in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.93M in Q2 2026. 1,121 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

Nicholson Wealth Management Group held 5,708 shares of Sherwin-Williams worth $1.85M as of Q3 2026.
Nicholson Wealth Management Group bought 99 Sherwin-Williams shares in Q3 2026, an estimated $33.5K.
Sherwin-Williams made up 1.1% of Nicholson Wealth Management Group's portfolio in Q3 2026, its #31 holding.
Nicholson Wealth Management Group first reported a position in Sherwin-Williams in Q3 2024 and has held it in 9 quarters since.
Nicholson Wealth Management Group's Sherwin-Williams position peaked at $1.93M in Q2 2026.
1,121 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.