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Toth Financial Advisory’s Sherwin-Williams SHW Stock Holding History

Toth Financial Advisory’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
2021
Q3 		– Sell
-100
Closed -$27K – 786
2021
Q2 		$27K Buy
+100
New +$27.4K ﹤0.01% 341

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
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

Toth Financial Advisory's SHW Position: Q2 2026 in Review

Toth Financial Advisory reduced its Sherwin-Williams (SHW) stake by 3.2% in Q2 2026, selling an estimated $312K and leaving 29,301 shares worth $10.1M. The position accounts for 0.98% of the portfolio, ranked #31.

Toth Financial Advisory first reported a position in SHW in Q1 2016 and has held it in 42 quarters since. The position peaked at $11.1M in Q3 2024. 701 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Toth Financial Advisory held 29,301 shares of Sherwin-Williams worth $10.1M as of Q2 2026.
  • Toth Financial Advisory sold 978 Sherwin-Williams shares in Q2 2026, an estimated $312K.
  • Sherwin-Williams made up 0.98% of Toth Financial Advisory's portfolio in Q2 2026, its #31 holding.
  • Toth Financial Advisory first reported a position in Sherwin-Williams in Q1 2016 and has held it in 42 quarters since.
  • Toth Financial Advisory's Sherwin-Williams position peaked at $11.1M in Q3 2024.
  • 701 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.