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Principal Securities’s Sherwin-Williams SHW Stock Holding History

Principal Securities’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 		$2.12M Buy
6,163
+156
+3% +$49.8K 0.03% 526
2026
Q1 		$1.93M Buy
6,007
+304
+5% +$105K 0.03% 511
2025
Q4 		$1.85M Sell
5,703
-1,346
-19% -$450K 0.03% 504
2025
Q3 		$2.44M Sell
7,049
-213
-3% -$75.1K 0.04% 391
2025
Q2 		$2.49M Sell
7,262
-15
-0.2% -$5.2K 0.05% 345
2025
Q1 		$2.47M Buy
7,277
+27
+0.4% +$9.48K 0.06% 304
2024
Q4 		$2.46M Buy
7,250
+192
+3% +$71.7K 0.06% 303
2024
Q3 		$2.69M Buy
7,058
+525
+8% +$183K 0.07% 267
2024
Q2 		$1.95M Buy
6,533
+1,306
+25% +$404K 0.05% 307
2024
Q1 		$1.82M Sell
5,227
-115
-2% -$36.6K 0.06% 295
2023
Q4 		$1.67M Buy
+5,342
New +$1.44M 0.06% 284

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

Principal Securities's SHW Position: Q2 2026 in Review

Principal Securities increased its Sherwin-Williams (SHW) stake by 2.6% in Q2 2026, buying an estimated $49.8K and bringing the position to 6,163 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #526.

Principal Securities first reported a position in SHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.69M in Q3 2024. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Principal Securities held 6,163 shares of Sherwin-Williams worth $2.12M as of Q2 2026.
  • Principal Securities bought 156 Sherwin-Williams shares in Q2 2026, an estimated $49.8K.
  • Sherwin-Williams made up 0.03% of Principal Securities's portfolio in Q2 2026, its #526 holding.
  • Principal Securities first reported a position in Sherwin-Williams in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Sherwin-Williams position peaked at $2.69M in Q3 2024.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.