Simplicity Wealth’s Sherwin-Williams SHW Stock Holding History

Simplicity Wealth’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	–	Sell	-648	Closed	-$208K	–	1046
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

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

Simplicity Wealth's SHW Position: Q2 2026 in Review

Simplicity Wealth sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 648 shares — an estimated $208K sold.

Simplicity Wealth first reported a position in SHW in Q1 2024 and held it in 5 quarters. The position peaked at $3.84M in Q1 2024. 1,740 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Simplicity Wealth reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
Simplicity Wealth sold 648 Sherwin-Williams shares in Q2 2026, an estimated $208K.
Simplicity Wealth first reported a position in Sherwin-Williams in Q1 2024 and held it in 5 quarters.
Simplicity Wealth's Sherwin-Williams position peaked at $3.84M in Q1 2024.
1,740 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.