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 Q2	$1.43M	Buy	4,149 +64	+2%	+$20.4K	0.02%	277
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sagespring Wealth Partners's SHW Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Sherwin-Williams (SHW) stake by 1.6% in Q2 2026, buying an estimated $20.4K and bringing the position to 4,149 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #277.

Sagespring Wealth Partners first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.96M in Q3 2025. 1,744 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Sagespring Wealth Partners held 4,149 shares of Sherwin-Williams worth $1.43M as of Q2 2026.
Sagespring Wealth Partners bought 64 Sherwin-Williams shares in Q2 2026, an estimated $20.4K.
Sherwin-Williams made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #277 holding.
Sagespring Wealth Partners first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Sherwin-Williams position peaked at $1.96M in Q3 2025.
1,744 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.