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Synergy Investment Management’s Sherwin-Williams SHW Stock Holding History

Synergy Investment Management’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 		$37.5K Buy
109
+21
+24% +$6.71K 0.01% 425
2026
Q1 		$28.2K Buy
+88
New +$30.3K 0.01% 353
2025
Q2 		– Sell
-82
Closed -$28.6K – 478
2025
Q1 		$28.6K Buy
82
+70
+583% +$24.6K 0.01% 275
2024
Q4 		$4.08K Buy
+12
New +$4.48K ﹤0.01% 489

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Synergy Investment Management's SHW Position: Q2 2026 in Review

Synergy Investment Management increased its Sherwin-Williams (SHW) stake by 24% in Q2 2026, buying an estimated $6.71K and bringing the position to 109 shares worth $37.5K. The position accounts for 0.01% of the portfolio, ranked #425.

Synergy Investment Management first reported a position in SHW in Q4 2024 and has held it in 4 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Synergy Investment Management held 109 shares of Sherwin-Williams worth $37.5K as of Q2 2026.
  • Synergy Investment Management bought 21 Sherwin-Williams shares in Q2 2026, an estimated $6.71K.
  • Sherwin-Williams made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #425 holding.
  • Synergy Investment Management first reported a position in Sherwin-Williams in Q4 2024 and has held it in 4 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.