Root Financial Partners
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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
Q3 		$264K Buy
+816
New +$276K 0.01% 351
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

Other funds holding SHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's SHW Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sherwin-Williams (SHW) in Q3 2026: 816 shares worth $264K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SHW as recently as Q1 2026.

Root Financial Partners first reported a position in SHW in Q3 2025 and has held it in 4 quarters since. 951 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Root Financial Partners held 816 shares of Sherwin-Williams worth $264K as of Q3 2026.
  • Sherwin-Williams was a new Root Financial Partners position in Q3 2026.
  • Sherwin-Williams made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #351 holding.
  • Root Financial Partners first reported a position in Sherwin-Williams in Q3 2025 and has held it in 4 quarters since.
  • 951 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.