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Root Financial Partners’s Sherwin-Williams SHW Stock Holding History

Root Financial Partners’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
-420
Closed -$135K – 2701
2026
Q1 		$135K Buy
420
+83
+25% +$28.6K 0.01% 447
2025
Q4 		$109K Buy
337
+41
+14% +$13.7K 0.01% 438
2025
Q3 		$102K Buy
+296
New +$104K 0.01% 436

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Vanguard Capital Management
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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

Root Financial Partners's SHW Position: Q2 2026 in Review

Root Financial Partners sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 420 shares — an estimated $135K sold.

Root Financial Partners first reported a position in SHW in Q3 2025 and held it in 3 quarters. The position peaked at $135K in Q1 2026. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Root Financial Partners reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 420 Sherwin-Williams shares in Q2 2026, an estimated $135K.
  • Root Financial Partners first reported a position in Sherwin-Williams in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sherwin-Williams position peaked at $135K in Q1 2026.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.