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Optimize Financial’s Sherwin-Williams SHW Stock Holding History

Optimize Financial’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 		$212K Buy
+616
New +$197K 0.08% 277
2025
Q1 		– Sell
-681
Closed -$231K – 282
2024
Q4 		$231K Buy
+681
New +$254K 0.17% 184

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

Optimize Financial's SHW Position: Q2 2026 in Review

Optimize Financial opened a new position in Sherwin-Williams (SHW) in Q2 2026: 616 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #277 among its holdings. This is a return to the name: Optimize Financial previously reported a position in SHW as recently as Q4 2024.

Optimize Financial first reported a position in SHW in Q4 2024 and has held it in 2 quarters since. The position peaked at $231K in Q4 2024. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Optimize Financial held 616 shares of Sherwin-Williams worth $212K as of Q2 2026.
  • Sherwin-Williams was a new Optimize Financial position in Q2 2026.
  • Sherwin-Williams made up 0.08% of Optimize Financial's portfolio in Q2 2026, its #277 holding.
  • Optimize Financial first reported a position in Sherwin-Williams in Q4 2024 and has held it in 2 quarters since.
  • Optimize Financial's Sherwin-Williams position peaked at $231K in Q4 2024.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.