Phoenix Financial’s Sherwin-Williams SHW Stock Holding History

Phoenix 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	$972K	Sell	2,825 -965	-25%	-$308K	0.01%	262
2026 Q1	$1.21M	Sell	3,790 -152	-4%	-$52.3K	0.01%	213
2025 Q4	$1.28M	Buy	3,942 +1,814	+85%	+$607K	0.01%	214
2025 Q3	$737K	Sell	2,128 -1,381	-39%	-$487K	0.01%	254
2025 Q2	$1.2M	Buy	3,509 +1,279	+57%	+$443K	0.02%	216
2025 Q1	$781K	Sell	2,230 -1,921	-46%	-$674K	0.01%	229
2024 Q4	$1.41M	Buy	4,151 +3,519	+557%	+$1.31M	0.02%	203
2024 Q3	$241K	Buy	+632	New	+$221K	﹤0.01%	317

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Phoenix Financial's SHW Position: Q2 2026 in Review

Phoenix Financial reduced its Sherwin-Williams (SHW) stake by 25% in Q2 2026, selling an estimated $308K and leaving 2,825 shares worth $972K. The position accounts for 0.01% of the portfolio, ranked #262.

Phoenix Financial first reported a position in SHW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.41M in Q4 2024. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Phoenix Financial held 2,825 shares of Sherwin-Williams worth $972K as of Q2 2026.
Phoenix Financial sold 965 Sherwin-Williams shares in Q2 2026, an estimated $308K.
Sherwin-Williams made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #262 holding.
Phoenix Financial first reported a position in Sherwin-Williams in Q3 2024 and has held it in 8 quarters since.
Phoenix Financial's Sherwin-Williams position peaked at $1.41M in Q4 2024.
1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.