ORG Wealth Partners’s Sherwin-Williams SHW Stock Holding History

ORG Wealth Partners’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	864 +40	+5%	+$12.8K	0.04%	211
2026 Q1	$264K	Buy	824 +24	+3%	+$8.26K	0.05%	190
2025 Q4	$259K	Sell	800 -1,106	-58%	-$370K	0.06%	172
2025 Q3	$660K	Sell	1,906 -233	-11%	-$82.2K	0.14%	98
2025 Q2	$760K	Buy	2,139 +966	+82%	+$335K	0.18%	78
2025 Q1	$411K	Sell	1,173 -1,251	-52%	-$439K	0.13%	136
2024 Q4	$824K	Sell	2,424 -66	-3%	-$24.6K	0.25%	33
2024 Q3	$951K	Buy	+2,490	New	+$869K	0.32%	26

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

ORG Wealth Partners's SHW Position: Q2 2026 in Review

ORG Wealth Partners increased its Sherwin-Williams (SHW) stake by 4.9% in Q2 2026, buying an estimated $12.8K and bringing the position to 864 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #211.

ORG Wealth Partners first reported a position in SHW in Q3 2024 and has held it in 8 quarters since. The position peaked at $951K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

ORG Wealth Partners held 864 shares of Sherwin-Williams worth $298K as of Q2 2026.
ORG Wealth Partners bought 40 Sherwin-Williams shares in Q2 2026, an estimated $12.8K.
Sherwin-Williams made up 0.04% of ORG Wealth Partners's portfolio in Q2 2026, its #211 holding.
ORG Wealth Partners first reported a position in Sherwin-Williams in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Sherwin-Williams position peaked at $951K in Q3 2024.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.