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Souders Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Souders Financial Advisors’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 		$725K Sell
2,106
-18
-0.8% -$5.75K 0.07% 122
2026
Q1 		$681K Sell
2,124
-141
-6% -$48.5K 0.08% 120
2025
Q4 		$734K Sell
2,265
-246
-10% -$82.3K 0.08% 108
2025
Q3 		$869K Buy
2,511
+29
+1% +$10.2K 0.1% 97
2025
Q2 		$852K Buy
2,482
+38
+2% +$13.2K 0.11% 100
2025
Q1 		$853K Hold
2,444
– – 0.12% 101
2024
Q4 		$831K Sell
2,444
-296
-11% -$110K 0.12% 108
2024
Q3 		$1.05M Sell
2,740
-7
-0.3% -$2.44K 0.15% 99
2024
Q2 		$820K Buy
2,747
+16
+0.6% +$4.95K 0.12% 104
2024
Q1 		$949K Buy
2,731
+2
+0.1% +$637 0.15% 92
2023
Q4 		$851K Sell
2,729
-357
-12% -$96K 0.15% 95
2023
Q3 		$787K Sell
3,086
-4
-0.1% -$1.07K 0.15% 96
2023
Q2 		$821K Buy
3,090
+10
+0.3% +$2.35K 0.16% 91
2023
Q1 		$692K Sell
3,080
-39
-1% -$8.93K 0.15% 100
2022
Q4 		$740K Sell
3,119
-372
-11% -$86K 0.17% 95
2022
Q3 		$715K Sell
3,491
-5
-0.1% -$1.18K 0.19% 92
2022
Q2 		$783K Sell
3,496
-55
-2% -$14.1K 0.23% 80
2022
Q1 		$886K Buy
3,551
+30
+0.9% +$8.29K 0.26% 83
2021
Q4 		$1.24M Sell
3,521
-283
-7% -$91.4K 0.36% 64
2021
Q3 		$1.06M Buy
3,804
+21
+0.6% +$6.15K 0.34% 66
2021
Q2 		$1.03M Buy
3,783
+60
+2% +$16.4K 0.35% 65
2021
Q1 		$916K Buy
3,723
+27
+0.7% +$6.43K 0.36% 59
2020
Q4 		$905K Hold
3,696
– – 0.39% 55
2020
Q3 		$890K Sell
3,696
-204
-5% -$44.5K 0.42% 53
2020
Q2 		$751K Hold
3,900
– – 0.43% 54
2020
Q1 		$597K Buy
+3,900
New +$704K 0.53% 48

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Souders Financial Advisors's SHW Position: Q2 2026 in Review

Souders Financial Advisors reduced its Sherwin-Williams (SHW) stake by 0.85% in Q2 2026, selling an estimated $5.75K and leaving 2,106 shares worth $725K. The position accounts for 0.07% of the portfolio, ranked #122.

Souders Financial Advisors first reported a position in SHW in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.24M in Q4 2021. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Souders Financial Advisors held 2,106 shares of Sherwin-Williams worth $725K as of Q2 2026.
  • Souders Financial Advisors sold 18 Sherwin-Williams shares in Q2 2026, an estimated $5.75K.
  • Sherwin-Williams made up 0.07% of Souders Financial Advisors's portfolio in Q2 2026, its #122 holding.
  • Souders Financial Advisors first reported a position in Sherwin-Williams in Q1 2020 and has held it in 26 quarters since.
  • Souders Financial Advisors's Sherwin-Williams position peaked at $1.24M in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.