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Physician Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Physician Wealth Advisors’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 		$128K Sell
371
-61
-14% -$19.5K 0.02% 281
2026
Q1 		$138K Buy
432
+34
+9% +$11.7K 0.02% 235
2025
Q4 		$129K Sell
398
-11
-3% -$3.68K 0.02% 241
2025
Q3 		$142K Buy
409
+7
+2% +$2.47K 0.02% 235
2025
Q2 		$138K Buy
402
+59
+17% +$20.4K 0.02% 232
2025
Q1 		$120K Sell
343
-56
-14% -$19.7K 0.02% 236
2024
Q4 		$136K Buy
+399
New +$149K 0.02% 223

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Physician Wealth Advisors's SHW Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 14% in Q2 2026, selling an estimated $19.5K and leaving 371 shares worth $128K. The position accounts for 0.02% of the portfolio, ranked #281.

Physician Wealth Advisors first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $142K in Q3 2025. 262 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Physician Wealth Advisors held 371 shares of Sherwin-Williams worth $128K as of Q2 2026.
  • Physician Wealth Advisors sold 61 Sherwin-Williams shares in Q2 2026, an estimated $19.5K.
  • Sherwin-Williams made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #281 holding.
  • Physician Wealth Advisors first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Sherwin-Williams position peaked at $142K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.