PFS
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Prospera Financial Services’s Sherwin-Williams SHW Stock Holding History

Prospera Financial Services’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 		$7.89M Sell
22,907
-5,188
-18% -$1.66M 0.11% 192
2026
Q1 		$9.01M Buy
28,095
+327
+1% +$113K 0.15% 155
2025
Q4 		$9M Buy
27,768
+367
+1% +$123K 0.15% 151
2025
Q3 		$9.49M Buy
27,401
+4,715
+21% +$1.66M 0.16% 135
2025
Q2 		$7.79M Buy
22,686
+6,460
+40% +$2.24M 0.15% 154
2025
Q1 		$5.67M Buy
16,226
+1,483
+10% +$520K 0.13% 180
2024
Q4 		$5.01M Buy
14,743
+216
+1% +$80.6K 0.12% 192
2024
Q3 		$5.55M Sell
14,527
-369
-2% -$129K 0.14% 162
2024
Q2 		$4.45M Buy
14,896
+5,060
+51% +$1.57M 0.12% 181
2024
Q1 		$3.42M Buy
9,836
+1,040
+12% +$331K 0.1% 223
2023
Q4 		$2.74M Sell
8,796
-378
-4% -$102K 0.09% 257
2023
Q3 		$2.34M Sell
9,174
-80
-0.9% -$21.4K 0.09% 243
2023
Q2 		$2.46M Buy
9,254
+3,653
+65% +$860K 0.09% 236
2023
Q1 		$1.26M Buy
5,601
+260
+5% +$59.5K 0.05% 356
2022
Q4 		$1.27M Sell
5,341
-2,341
-30% -$541K 0.06% 301
2022
Q3 		$1.57M Buy
7,682
+1,422
+23% +$337K 0.08% 272
2022
Q2 		$1.41M Buy
6,260
+115
+2% +$29.5K 0.07% 301
2022
Q1 		$1.53M Buy
6,145
+316
+5% +$87.3K 0.06% 329
2021
Q4 		$2.05M Buy
5,829
+737
+14% +$238K 0.09% 260
2021
Q3 		$1.43M Buy
5,092
+170
+3% +$49.8K 0.07% 308
2021
Q2 		$1.34M Buy
4,922
+449
+10% +$123K 0.07% 324
2021
Q1 		$1.1M Buy
4,473
+111
+3% +$26.4K 0.07% 323
2020
Q4 		$1.07M Buy
4,362
+3,255
+294% +$772K 0.07% 279
2020
Q3 		$257K Sell
1,107
-4,275
-79% -$933K 0.1% 183
2020
Q2 		$842K Buy
5,382
+1,830
+52% +$330K 0.07% 263
2020
Q1 		$544K Sell
3,552
-1,038
-23% -$187K 0.06% 287
2019
Q4 		$893K Buy
4,590
+573
+14% +$109K 0.07% 275
2019
Q3 		$736K Sell
4,017
-741
-16% -$126K 0.08% 223
2019
Q2 		$727K Sell
4,758
-135
-3% -$20.2K 0.08% 221
2019
Q1 		$722K Buy
4,893
+882
+22% +$123K 0.24% 121
2018
Q4 		$525K Buy
4,011
+2,052
+105% +$277K 0.11% 191
2018
Q3 		$269K Sell
1,959
-81
-4% -$12K 0.05% 335
2018
Q2 		$278K Buy
2,040
+156
+8% +$20.2K 0.04% 364
2018
Q1 		$247K Buy
1,884
+237
+14% +$32.3K 0.03% 381
2017
Q4 		$226K Buy
+1,647
New +$217K 0.03% 355
2017
Q3 		– Sell
-2,250
Closed -$263K – 448
2017
Q2 		$263K Sell
2,250
-243
-10% -$27.2K 0.04% 342
2017
Q1 		$258K Sell
2,493
-453
-15% -$45.6K 0.05% 294
2016
Q4 		$268K Sell
2,946
-645
-18% -$57K 0.05% 293
2016
Q3 		$331K Sell
3,591
-615
-15% -$59.6K 0.07% 244
2016
Q2 		$412K Buy
4,206
+1,404
+50% +$137K 0.09% 200
2016
Q1 		$266K Buy
2,802
+45
+2% +$3.94K 0.06% 235
2015
Q4 		$239K Buy
+2,757
New +$239K 0.05% 233
2015
Q3 		– Sell
-2,919
Closed -$250K – 329
2015
Q2 		$250K Buy
2,919
+294
+11% +$27.9K 0.06% 236
2015
Q1 		$249K Buy
+2,625
New +$245K 0.06% 246

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

Prospera Financial Services's SHW Position: Q2 2026 in Review

Prospera Financial Services reduced its Sherwin-Williams (SHW) stake by 18% in Q2 2026, selling an estimated $1.66M and leaving 22,907 shares worth $7.89M. The position accounts for 0.11% of the portfolio, ranked #192.

Prospera Financial Services first reported a position in SHW in Q1 2015 and has held it in 44 quarters since. The position peaked at $9.49M in Q3 2025. 243 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Prospera Financial Services held 22,907 shares of Sherwin-Williams worth $7.89M as of Q2 2026.
  • Prospera Financial Services sold 5,188 Sherwin-Williams shares in Q2 2026, an estimated $1.66M.
  • Sherwin-Williams made up 0.11% of Prospera Financial Services's portfolio in Q2 2026, its #192 holding.
  • Prospera Financial Services first reported a position in Sherwin-Williams in Q1 2015 and has held it in 44 quarters since.
  • Prospera Financial Services's Sherwin-Williams position peaked at $9.49M in Q3 2025.
  • 243 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.