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Sound Financial Strategies Group’s Sherwin-Williams SHW Stock Holding History

Sound Financial Strategies Group’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 		$290K Buy
843
+63
+8% +$20.1K 0.18% 94
2026
Q1 		$250K Sell
780
-1,029
-57% -$354K 0.17% 100
2025
Q4 		$586K Sell
1,809
-187
-9% -$62.6K 0.41% 76
2025
Q3 		$691K Sell
1,996
-204
-9% -$71.9K 0.5% 66
2025
Q2 		$755K Buy
2,200
+61
+3% +$21.1K 0.64% 51
2025
Q1 		$747K Sell
2,139
-362
-14% -$127K 0.67% 51
2024
Q4 		$850K Buy
2,501
+214
+9% +$79.9K 0.71% 37
2024
Q3 		$873K Sell
2,287
-27
-1% -$9.42K 0.7% 20
2024
Q2 		$691K Buy
2,314
+101
+5% +$31.2K 0.6% 39
2024
Q1 		$769K Sell
2,213
-88
-4% -$28K 0.64% 13
2023
Q4 		$718K Sell
2,301
-1,346
-37% -$362K 0.6% 10
2023
Q3 		$930K Sell
3,647
-283
-7% -$75.8K 0.77% 21
2023
Q2 		$1.04M Buy
+3,930
New +$925K 0.76% 16
2022
Q1 		– Sell
-2,116
Closed -$745K – 102
2021
Q4 		$745K Sell
2,116
-88
-4% -$28.4K 0.37% 32
2021
Q3 		$617K Sell
2,204
-37
-2% -$10.8K 0.31% 48
2021
Q2 		$611K Sell
2,241
-2,790
-55% -$764K 0.3% 62
2021
Q1 		$1.24M Sell
5,031
-75
-1% -$17.9K 0.63% 12
2020
Q4 		$1.25M Buy
5,106
+357
+8% +$84.7K 0.68% 13
2020
Q3 		$1.1M Sell
4,749
-81
-2% -$17.7K 0.7% 13
2020
Q2 		$930K Sell
4,830
-21
-0.4% -$3.79K 0.6% 17
2020
Q1 		$743K Sell
4,851
-9,558
-66% -$1.72M 0.51% 23
2019
Q4 		$2.8M Buy
+14,409
New +$2.75M 1.78% 5

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sound Financial Strategies Group's SHW Position: Q2 2026 in Review

Sound Financial Strategies Group increased its Sherwin-Williams (SHW) stake by 8.1% in Q2 2026, buying an estimated $20.1K and bringing the position to 843 shares worth $290K. The position accounts for 0.18% of the portfolio, ranked #94.

Sound Financial Strategies Group first reported a position in SHW in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.8M in Q4 2019. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Sound Financial Strategies Group held 843 shares of Sherwin-Williams worth $290K as of Q2 2026.
  • Sound Financial Strategies Group bought 63 Sherwin-Williams shares in Q2 2026, an estimated $20.1K.
  • Sherwin-Williams made up 0.18% of Sound Financial Strategies Group's portfolio in Q2 2026, its #94 holding.
  • Sound Financial Strategies Group first reported a position in Sherwin-Williams in Q4 2019 and has held it in 22 quarters since.
  • Sound Financial Strategies Group's Sherwin-Williams position peaked at $2.8M in Q4 2019.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.