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Portside Wealth Group’s Sherwin-Williams SHW Stock Holding History

Portside Wealth Group’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 		$287K Sell
834
-688
-45% -$220K 0.03% 410
2026
Q1 		$488K Buy
1,522
+259
+21% +$89.2K 0.07% 263
2025
Q4 		$409K Buy
1,263
+178
+16% +$59.5K 0.06% 301
2025
Q3 		$376K Buy
1,085
+113
+12% +$39.8K 0.05% 320
2025
Q2 		$334K Sell
972
-21
-2% -$7.28K 0.05% 324
2025
Q1 		$347K Sell
993
-6
-0.6% -$2.11K 0.06% 291
2024
Q4 		$340K Buy
999
+50
+5% +$18.7K 0.06% 297
2024
Q3 		$362K Buy
949
+39
+4% +$13.6K 0.06% 268
2024
Q2 		$272K Sell
910
-5
-0.5% -$1.55K 0.05% 289
2024
Q1 		$318K Buy
915
+54
+6% +$17.2K 0.06% 267
2023
Q4 		$269K Sell
861
-7
-0.8% -$1.88K 0.05% 284
2023
Q3 		$226K Buy
868
+54
+7% +$14.5K 0.04% 297
2023
Q2 		$216K Buy
+814
New +$192K 0.04% 309

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

Portside Wealth Group's SHW Position: Q2 2026 in Review

Portside Wealth Group reduced its Sherwin-Williams (SHW) stake by 45% in Q2 2026, selling an estimated $220K and leaving 834 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #410.

Portside Wealth Group first reported a position in SHW in Q2 2023 and has held it in 13 quarters since. The position peaked at $488K in Q1 2026. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Portside Wealth Group held 834 shares of Sherwin-Williams worth $287K as of Q2 2026.
  • Portside Wealth Group sold 688 Sherwin-Williams shares in Q2 2026, an estimated $220K.
  • Sherwin-Williams made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #410 holding.
  • Portside Wealth Group first reported a position in Sherwin-Williams in Q2 2023 and has held it in 13 quarters since.
  • Portside Wealth Group's Sherwin-Williams position peaked at $488K in Q1 2026.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.