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Personal CFO Solutions’s Sherwin-Williams SHW Stock Holding History

Personal CFO Solutions’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 		$312K Buy
905
+278
+44% +$88.8K 0.05% 387
2026
Q1 		$201K Buy
+627
New +$216K 0.03% 511
2025
Q4 		– Sell
-586
Closed -$203K – 526
2025
Q3 		$203K Buy
+586
New +$207K 0.04% 489
2022
Q2 		– Sell
-837
Closed -$209K – 489
2022
Q1 		$209K Buy
837
+262
+46% +$72.4K 0.04% 430
2021
Q4 		$202K Buy
+575
New +$186K 0.04% 449

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Personal CFO Solutions's SHW Position: Q2 2026 in Review

Personal CFO Solutions increased its Sherwin-Williams (SHW) stake by 44% in Q2 2026, buying an estimated $88.8K and bringing the position to 905 shares worth $312K. The position accounts for 0.05% of the portfolio, ranked #387.

Personal CFO Solutions first reported a position in SHW in Q4 2021 and has held it in 5 quarters since. 1,740 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Personal CFO Solutions held 905 shares of Sherwin-Williams worth $312K as of Q2 2026.
  • Personal CFO Solutions bought 278 Sherwin-Williams shares in Q2 2026, an estimated $88.8K.
  • Sherwin-Williams made up 0.05% of Personal CFO Solutions's portfolio in Q2 2026, its #387 holding.
  • Personal CFO Solutions first reported a position in Sherwin-Williams in Q4 2021 and has held it in 5 quarters since.
  • 1,740 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.