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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
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

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Root Financial Partners's SHW Position: Q1 2026 in Review

Root Financial Partners increased its Sherwin-Williams (SHW) stake by 25% in Q1 2026, buying an estimated $28.6K and bringing the position to 420 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #447.

Root Financial Partners first reported a position in SHW in Q3 2025 and has held it in 3 quarters since. 1,689 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Root Financial Partners held 420 shares of Sherwin-Williams worth $135K as of Q1 2026.
  • Root Financial Partners bought 83 Sherwin-Williams shares in Q1 2026, an estimated $28.6K.
  • Sherwin-Williams made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #447 holding.
  • Root Financial Partners first reported a position in Sherwin-Williams in Q3 2025 and has held it in 3 quarters since.
  • 1,689 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.