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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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Toth Financial Advisory's SHW Position: Q3 2026 in Review

Toth Financial Advisory increased its Sherwin-Williams (SHW) stake by 0.14% in Q3 2026, buying an estimated $13.5K and bringing the position to 29,341 shares worth $9.48M. The position accounts for 0.95% of the portfolio, ranked #35.

Toth Financial Advisory first reported a position in SHW in Q1 2016 and has held it in 43 quarters since. The position peaked at $11.1M in Q3 2024. 56 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Toth Financial Advisory held 29,341 shares of Sherwin-Williams worth $9.48M as of Q3 2026.
  • Toth Financial Advisory bought 40 Sherwin-Williams shares in Q3 2026, an estimated $13.5K.
  • Sherwin-Williams made up 0.95% of Toth Financial Advisory's portfolio in Q3 2026, its #35 holding.
  • Toth Financial Advisory first reported a position in Sherwin-Williams in Q1 2016 and has held it in 43 quarters since.
  • Toth Financial Advisory's Sherwin-Williams position peaked at $11.1M in Q3 2024.
  • 56 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.