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 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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Symphony Financial Services's SHW Position: Q2 2026 in Review

Symphony Financial Services increased its Sherwin-Williams (SHW) stake by 0.17% in Q2 2026, buying an estimated $639 and bringing the position to 1,203 shares worth $414K. The position accounts for 0.19% of the portfolio, ranked #61.

Symphony Financial Services first reported a position in SHW in Q2 2024 and has held it in 9 quarters since. The position peaked at $701K in Q3 2025. 730 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Symphony Financial Services held 1,203 shares of Sherwin-Williams worth $414K as of Q2 2026.
Symphony Financial Services bought 2 Sherwin-Williams shares in Q2 2026, an estimated $639.
Sherwin-Williams made up 0.19% of Symphony Financial Services's portfolio in Q2 2026, its #61 holding.
Symphony Financial Services first reported a position in Sherwin-Williams in Q2 2024 and has held it in 9 quarters since.
Symphony Financial Services's Sherwin-Williams position peaked at $701K in Q3 2025.
730 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.