Planning Strategies’s Sherwin-Williams SHW Stock Holding History

Planning Strategies’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	$1.38K	Buy	+4	New	+$1.28K	﹤0.01%	677

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Planning Strategies's SHW Position: Q2 2026 in Review

Planning Strategies opened a new position in Sherwin-Williams (SHW) in Q2 2026: 4 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings.

1,654 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Planning Strategies held 4 shares of Sherwin-Williams worth $1.38K as of Q2 2026.
Sherwin-Williams was a new Planning Strategies position in Q2 2026.
Sherwin-Williams made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #677 holding.
1,654 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.