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 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

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

Nicholson Wealth Management Group's SHW Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its Sherwin-Williams (SHW) stake by 0.25% in Q2 2026, selling an estimated $4.47K and leaving 5,609 shares worth $1.93M. The position accounts for 1.14% of the portfolio, ranked #37.

Nicholson Wealth Management Group first reported a position in SHW in Q3 2024 and has held it in 8 quarters since. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Nicholson Wealth Management Group held 5,609 shares of Sherwin-Williams worth $1.93M as of Q2 2026.
Nicholson Wealth Management Group sold 14 Sherwin-Williams shares in Q2 2026, an estimated $4.47K.
Sherwin-Williams made up 1.14% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #37 holding.
Nicholson Wealth Management Group first reported a position in Sherwin-Williams in Q3 2024 and has held it in 8 quarters since.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.