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Spartan Wealth Advisory Services LLC’s Sherwin-Williams SHW Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$305K Sell
885
-29
-3% -$9.26K 0.02% 260
2026
Q1 		$293K Buy
+914
New +$315K 0.03% 255

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SHW Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Sherwin-Williams (SHW) stake by 3.2% in Q2 2026, selling an estimated $9.26K and leaving 885 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #260.

Spartan Wealth Advisory Services LLC first reported a position in SHW in Q1 2026 and has held it in 2 quarters since. 1,654 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 885 shares of Sherwin-Williams worth $305K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 29 Sherwin-Williams shares in Q2 2026, an estimated $9.26K.
  • Sherwin-Williams made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #260 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Sherwin-Williams in Q1 2026 and has held it in 2 quarters since.
  • 1,654 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.