Stiles Financial Services
SHW icon

Stiles Financial Services’s Sherwin-Williams SHW Stock Holding History

Stiles Financial Services’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
Q3 		$2.06M Buy
6,385
+41
+0.6% +$13.9K 0.53% 58
2026
Q2 		$2.18M Buy
6,344
+337
+6% +$108K 0.55% 54
2026
Q1 		$1.93M Sell
6,007
-812
-12% -$280K 0.59% 55
2025
Q4 		$2.21M Buy
6,819
+296
+5% +$99K 0.68% 48
2025
Q3 		$2.26M Buy
6,523
+275
+4% +$97K 0.71% 47
2025
Q2 		$2.15M Buy
6,248
+178
+3% +$61.7K 0.74% 48
2025
Q1 		$2.12M Buy
6,070
+496
+9% +$174K 0.81% 42
2024
Q4 		$1.9M Buy
5,574
+122
+2% +$45.5K 0.69% 49
2024
Q3 		$2.08M Buy
5,452
+136
+3% +$47.5K 0.73% 45
2024
Q2 		$1.59M Buy
5,316
+669
+14% +$207K 0.61% 54
2024
Q1 		$1.61M Buy
4,647
+539
+13% +$172K 0.65% 50
2023
Q4 		$1.28M Buy
4,108
+249
+6% +$67K 0.58% 58
2023
Q3 		$984K Buy
3,859
+217
+6% +$58.1K 0.51% 63
2023
Q2 		$967K Buy
3,642
+298
+9% +$70.2K 0.48% 65
2023
Q1 		$752K Buy
3,344
+8
+0.2% +$1.83K 0.4% 76
2022
Q4 		$792K Sell
3,336
-36
-1% -$8.32K 0.45% 68
2022
Q3 		$690K Buy
3,372
+469
+16% +$111K 0.42% 67
2022
Q2 		$650K Buy
2,903
+393
+16% +$101K 0.39% 72
2022
Q1 		$632K Buy
2,510
+137
+6% +$37.8K 0.32% 91
2021
Q4 		$836K Buy
+2,373
New +$767K 0.4% 74

Other funds holding SHW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Stiles Financial Services's SHW Position: Q3 2026 in Review

Stiles Financial Services increased its Sherwin-Williams (SHW) stake by 0.65% in Q3 2026, buying an estimated $13.9K and bringing the position to 6,385 shares worth $2.06M. The position accounts for 0.53% of the portfolio, ranked #58.

Stiles Financial Services first reported a position in SHW in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.26M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Stiles Financial Services held 6,385 shares of Sherwin-Williams worth $2.06M as of Q3 2026.
  • Stiles Financial Services bought 41 Sherwin-Williams shares in Q3 2026, an estimated $13.9K.
  • Sherwin-Williams made up 0.53% of Stiles Financial Services's portfolio in Q3 2026, its #58 holding.
  • Stiles Financial Services first reported a position in Sherwin-Williams in Q4 2021 and has held it in 20 quarters since.
  • Stiles Financial Services's Sherwin-Williams position peaked at $2.26M in Q3 2025.
  • 1,044 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.