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

Symphony 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	$390K	Buy	1,206 +3	+0.2%	+$1.01K	0.17%	66
2026 Q2	$414K	Buy	1,203 +2	+0.2%	+$639	0.19%	61
2026 Q1	$385K	Sell	1,201 -647	-35%	-$223K	0.2%	63
2025 Q4	$599K	Sell	1,848 -178	-9%	-$59.5K	0.31%	48
2025 Q3	$701K	Buy	2,026 +87	+4%	+$30.7K	0.38%	41
2025 Q2	$666K	Buy	1,939 +263	+16%	+$91.1K	0.4%	33
2025 Q1	$585K	Buy	1,676 +2	+0.1%	+$702	0.38%	34
2024 Q4	$569K	Buy	1,674 +17	+1%	+$6.34K	0.46%	39
2024 Q3	$632K	Buy	1,657 +3	+0.2%	+$1.05K	0.54%	34
2024 Q2	$497K	Buy	+1,654	New	+$512K	0.43%	44

Other funds holding SHW

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

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

Symphony Financial Services increased its Sherwin-Williams (SHW) stake by 0.25% in Q3 2026, buying an estimated $1.01K and bringing the position to 1,206 shares worth $390K. The position accounts for 0.17% of the portfolio, ranked #66.

Symphony Financial Services first reported a position in SHW in Q2 2024 and has held it in 10 quarters since. The position peaked at $701K in Q3 2025. 1,121 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

Symphony Financial Services held 1,206 shares of Sherwin-Williams worth $390K as of Q3 2026.
Symphony Financial Services bought 3 Sherwin-Williams shares in Q3 2026, an estimated $1.01K.
Sherwin-Williams made up 0.17% of Symphony Financial Services's portfolio in Q3 2026, its #66 holding.
Symphony Financial Services first reported a position in Sherwin-Williams in Q2 2024 and has held it in 10 quarters since.
Symphony Financial Services's Sherwin-Williams position peaked at $701K in Q3 2025.
1,121 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Symphony Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.