SS&H Financial Advisors’s Sherwin-Williams SHW Stock Holding History

SS&H 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	$5.17M	Buy	+15,030	New	+$4.8M	1.32%	18
2025 Q4	$4.87M	Hold	15,030	–	–	1.42%	19
2025 Q3	$5.2M	Sell	15,030 -2,391	-14%	-$843K	1.58%	13
2025 Q2	$5.98M	Buy	+17,421	New	+$6.04M	2%	11
2024 Q1	–	Sell	-17,421	Closed	-$5.43M	–	119
2023 Q4	$5.43M	Hold	17,421	–	–	2.3%	9
2023 Q3	$4.44M	Buy	+17,421	New	+$4.66M	2.08%	12
2023 Q1	$4.17M	Hold	18,571	–	–	1.91%	12
2022 Q4	$4.41M	Hold	18,571	–	–	2.1%	10
2022 Q3	$3.8M	Sell	18,571 -2,210	-11%	-$524K	1.96%	13
2022 Q2	$4.65M	Hold	20,781	–	–	2.15%	9
2022 Q1	$5.19M	Buy	+20,781	New	+$5.74M	2.03%	8

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

SS&H Financial Advisors's SHW Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Sherwin-Williams (SHW) in Q2 2026: 15,030 shares worth $5.17M. The stake represents 1.32% of the portfolio and ranks #18 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in SHW as recently as Q4 2025.

SS&H Financial Advisors first reported a position in SHW in Q1 2022 and has held it in 11 quarters since. The position peaked at $5.98M in Q2 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

SS&H Financial Advisors held 15,030 shares of Sherwin-Williams worth $5.17M as of Q2 2026.
Sherwin-Williams was a new SS&H Financial Advisors position in Q2 2026.
Sherwin-Williams made up 1.32% of SS&H Financial Advisors's portfolio in Q2 2026, its #18 holding.
SS&H Financial Advisors first reported a position in Sherwin-Williams in Q1 2022 and has held it in 11 quarters since.
SS&H Financial Advisors's Sherwin-Williams position peaked at $5.98M in Q2 2025.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.