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OneAscent Family Office’s Sherwin-Williams SHW Stock Holding History

OneAscent Family Office’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 		$298K Buy
+865
New +$276K 0.15% 153
2025
Q4 		– Sell
-707
Closed -$245K – 189
2025
Q3 		$245K Sell
707
-15
-2% -$5.29K 0.2% 127
2025
Q2 		$248K Buy
+722
New +$250K 0.23% 104

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

OneAscent Family Office's SHW Position: Q2 2026 in Review

OneAscent Family Office opened a new position in Sherwin-Williams (SHW) in Q2 2026: 865 shares worth $298K. The stake represents 0.15% of the portfolio and ranks #153 among its holdings. This is a return to the name: OneAscent Family Office previously reported a position in SHW as recently as Q3 2025.

OneAscent Family Office first reported a position in SHW in Q2 2025 and has held it in 3 quarters since. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • OneAscent Family Office held 865 shares of Sherwin-Williams worth $298K as of Q2 2026.
  • Sherwin-Williams was a new OneAscent Family Office position in Q2 2026.
  • Sherwin-Williams made up 0.15% of OneAscent Family Office's portfolio in Q2 2026, its #153 holding.
  • OneAscent Family Office first reported a position in Sherwin-Williams in Q2 2025 and has held it in 3 quarters since.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.