SFWA
SHW icon

Summit Financial Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Summit Financial Wealth 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 		$256K Buy
+743
New +$237K 0.03% 187

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Summit Financial Wealth Advisors's SHW Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Sherwin-Williams (SHW) in Q2 2026: 743 shares worth $256K. The stake represents 0.03% of the portfolio and ranks #187 among its holdings.

243 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Summit Financial Wealth Advisors held 743 shares of Sherwin-Williams worth $256K as of Q2 2026.
  • Sherwin-Williams was a new Summit Financial Wealth Advisors position in Q2 2026.
  • Sherwin-Williams made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • 243 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.