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Summit Wealth Group (Colorado)’s Sherwin-Williams SHW Stock Holding History

Summit Wealth Group (Colorado)’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 		$325K Buy
943
+70
+8% +$22.4K 0.03% 288
2026
Q1 		$280K Buy
873
+136
+18% +$46.8K 0.03% 271
2025
Q4 		$239K Buy
+737
New +$247K 0.03% 246
2025
Q3 		– Sell
-756
Closed -$260K – 422
2025
Q2 		$260K Buy
+756
New +$262K 0.07% 200

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

Summit Wealth Group (Colorado)'s SHW Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Sherwin-Williams (SHW) stake by 8% in Q2 2026, buying an estimated $22.4K and bringing the position to 943 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #288.

Summit Wealth Group (Colorado) first reported a position in SHW in Q2 2025 and has held it in 4 quarters since. 645 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Summit Wealth Group (Colorado) held 943 shares of Sherwin-Williams worth $325K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 70 Sherwin-Williams shares in Q2 2026, an estimated $22.4K.
  • Sherwin-Williams made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #288 holding.
  • Summit Wealth Group (Colorado) first reported a position in Sherwin-Williams in Q2 2025 and has held it in 4 quarters since.
  • 645 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.