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Regent Peak Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Regent Peak 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 		– Sell
-690
Closed -$221K – 230
2026
Q1 		$221K Sell
690
-27
-4% -$9.29K 0.05% 186
2025
Q4 		$232K Sell
717
-33
-4% -$11K 0.05% 166
2025
Q3 		$260K Buy
+750
New +$264K 0.05% 149
2025
Q1 		$222K Sell
635
-7
-1% -$2.46K 0.05% 152
2024
Q4 		$218K Buy
642
+3
+0.5% +$1.12K 0.05% 153
2024
Q3 		$244K Buy
+639
New +$223K 0.06% 143
2024
Q2 		– Sell
-618
Closed -$215K – 178
2024
Q1 		$215K Buy
+618
New +$197K 0.05% 154
2022
Q1 		– Sell
-629
Closed -$222K – 171
2021
Q4 		$222K Buy
+629
New +$203K 0.06% 155
2021
Q1 		– Sell
-555
Closed -$136K – 837
2020
Q4 		$136K Buy
+555
New +$132K 0.05% 179

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

Regent Peak Wealth Advisors's SHW Position: Q2 2026 in Review

Regent Peak Wealth Advisors sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 690 shares — an estimated $221K sold.

Regent Peak Wealth Advisors first reported a position in SHW in Q4 2020 and held it in 9 quarters. The position peaked at $260K in Q3 2025. 280 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Regent Peak Wealth Advisors reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 690 Sherwin-Williams shares in Q2 2026, an estimated $221K.
  • Regent Peak Wealth Advisors first reported a position in Sherwin-Williams in Q4 2020 and held it in 9 quarters.
  • Regent Peak Wealth Advisors's Sherwin-Williams position peaked at $260K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.