Simplicity Wealth’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$208K Buy
+648
New +$223K 0.01% 711
2025
Q4
Sell
-646
Closed -$224K 769
2025
Q3
$224K Sell
646
-688
-52% -$243K 0.01% 647
2025
Q2
$458K Buy
+1,334
New +$462K 0.02% 478
2024
Q3
Sell
-11,115
Closed -$3.32M 1078
2024
Q2
$3.32M Buy
11,115
+73
+0.7% +$22.6K 0.08% 254
2024
Q1
$3.84M Buy
+11,042
New +$3.52M 0.09% 225

Other funds holding SHW

Simplicity Wealth's SHW Position: Q1 2026 in Review

Simplicity Wealth opened a new position in Sherwin-Williams (SHW) in Q1 2026: 648 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SHW as recently as Q3 2025.

Simplicity Wealth first reported a position in SHW in Q1 2024 and has held it in 5 quarters since. The position peaked at $3.84M in Q1 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Simplicity Wealth held 648 shares of Sherwin-Williams worth $208K as of Q1 2026.
  • Sherwin-Williams was a new Simplicity Wealth position in Q1 2026.
  • Sherwin-Williams made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #711 holding.
  • Simplicity Wealth first reported a position in Sherwin-Williams in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Sherwin-Williams position peaked at $3.84M in Q1 2024.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.