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

Summit Wealth Group’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	–	Sell	-647	Closed	-$207K	–	132
2026 Q1	$207K	Buy	+647	New	+$223K	0.05%	123
2025 Q3	–	Sell	-895	Closed	-$307K	–	112
2025 Q2	$307K	Hold	895	–	–	0.08%	89
2025 Q1	$313K	Buy	895 +15	+2%	+$5.26K	0.09%	79
2024 Q4	$299K	Sell	880 -2	-0.2%	-$746	0.09%	75
2024 Q3	$337K	Sell	882 -5	-0.6%	-$1.75K	0.1%	68
2024 Q2	$265K	Buy	+887	New	+$274K	0.08%	77
2023 Q3	–	Sell	-900	Closed	-$239K	–	67
2023 Q2	$239K	Buy	900 +896	+22,400%	+$211K	0.1%	67
2023 Q1	$1K	Buy	+4	New	+$915	0.02%	137
2021 Q4	–	Sell	-906	Closed	-$253K	–	46
2021 Q3	$253K	Buy	+906	New	+$265K	0.4%	38
2021 Q1	–	Sell	-918	Closed	-$225K	–	208
2020 Q4	$225K	Hold	918	–	–	0.14%	40
2020 Q3	$213K	Buy	+918	New	+$200K	0.19%	29

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

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

Summit Wealth Group sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 647 shares — an estimated $207K sold.

Summit Wealth Group first reported a position in SHW in Q3 2020 and held it in 11 quarters. The position peaked at $337K in Q3 2024. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Summit Wealth Group reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
Summit Wealth Group sold 647 Sherwin-Williams shares in Q2 2026, an estimated $207K.
Summit Wealth Group first reported a position in Sherwin-Williams in Q3 2020 and held it in 11 quarters.
Summit Wealth Group's Sherwin-Williams position peaked at $337K in Q3 2024.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.