Sagespring Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Sagespring Wealth 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	$1.31M	Sell	4,085 -847	-17%	-$292K	0.02%	265
2025 Q4	$1.6M	Sell	4,932 -741	-13%	-$248K	0.03%	225
2025 Q3	$1.96M	Buy	5,673 +531	+10%	+$187K	0.04%	183
2025 Q2	$1.77M	Buy	5,142 +394	+8%	+$136K	0.04%	187
2025 Q1	$1.66M	Buy	4,748 +465	+11%	+$163K	0.04%	175
2024 Q4	$1.46M	Buy	+4,283	New	+$1.6M	0.04%	172

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sagespring Wealth Partners's SHW Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Sherwin-Williams (SHW) stake by 17% in Q1 2026, selling an estimated $292K and leaving 4,085 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #265.

Sagespring Wealth Partners first reported a position in SHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.96M in Q3 2025. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Sagespring Wealth Partners held 4,085 shares of Sherwin-Williams worth $1.31M as of Q1 2026.
Sagespring Wealth Partners sold 847 Sherwin-Williams shares in Q1 2026, an estimated $292K.
Sherwin-Williams made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #265 holding.
Sagespring Wealth Partners first reported a position in Sherwin-Williams in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Sherwin-Williams position peaked at $1.96M in Q3 2025.
1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.