Northern Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Northern Financial Advisors’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	$765K	Sell	2,223 -77	-3%	-$24.6K	0.51%	58
2026 Q1	$737K	Buy	2,300 +236	+11%	+$81.2K	0.54%	58
2025 Q4	$669K	Sell	2,064 -1,054	-34%	-$353K	0.76%	39
2025 Q3	$1.08M	Buy	3,118 +76	+2%	+$26.8K	0.57%	50
2025 Q2	$1.04M	Buy	3,042 +443	+17%	+$153K	0.78%	39
2025 Q1	$908K	Buy	2,599 +393	+18%	+$138K	0.75%	48
2024 Q4	$750K	Buy	2,206 +322	+17%	+$120K	0.6%	52
2024 Q3	$719K	Sell	1,884 -31	-2%	-$10.8K	0.55%	58
2024 Q2	$571K	Hold	1,915	–	–	0.46%	69
2024 Q1	$665K	Hold	1,915	–	–	0.52%	66
2023 Q4	$597K	Buy	1,915 +103	+6%	+$27.7K	0.5%	63
2023 Q3	$462K	Sell	1,812 -43	-2%	-$11.5K	0.42%	72
2023 Q2	$493K	Sell	1,855 -71	-4%	-$16.7K	0.43%	70
2023 Q1	$433K	Sell	1,926 -12	-0.6%	-$2.75K	0.41%	72
2022 Q4	$460K	Buy	+1,938	New	+$448K	0.52%	59

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

Northern Financial Advisors's SHW Position: Q2 2026 in Review

Northern Financial Advisors reduced its Sherwin-Williams (SHW) stake by 3.3% in Q2 2026, selling an estimated $24.6K and leaving 2,223 shares worth $765K. The position accounts for 0.51% of the portfolio, ranked #58.

Northern Financial Advisors first reported a position in SHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q3 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Northern Financial Advisors held 2,223 shares of Sherwin-Williams worth $765K as of Q2 2026.
Northern Financial Advisors sold 77 Sherwin-Williams shares in Q2 2026, an estimated $24.6K.
Sherwin-Williams made up 0.51% of Northern Financial Advisors's portfolio in Q2 2026, its #58 holding.
Northern Financial Advisors first reported a position in Sherwin-Williams in Q4 2022 and has held it in 15 quarters since.
Northern Financial Advisors's Sherwin-Williams position peaked at $1.08M in Q3 2025.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.