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Transamerica Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Transamerica Financial Advisors’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 		$177K Buy
515
+95
+23% +$30.3K 0.02% 449
2026
Q1 		$135K Buy
420
+238
+131% +$81.9K 0.01% 464
2025
Q4 		$59K Buy
182
+50
+38% +$16.7K ﹤0.01% 521
2025
Q3 		$45.7K Buy
132
+92
+230% +$32.4K ﹤0.01% 493
2025
Q2 		$13.5K Sell
40
-18
-31% -$6.24K ﹤0.01% 342
2025
Q1 		$21K Sell
58
-12,891
-100% -$4.52M ﹤0.01% 334
2024
Q4 		$4.4M Sell
12,949
-350
-3% -$131K 0.44% 57
2024
Q3 		$5.08M Sell
13,299
-281
-2% -$98.1K 0.5% 53
2024
Q2 		$4.05M Hold
13,580
– – 0.43% 66
2024
Q1 		$4.72M Buy
13,580
+12,342
+997% +$3.93M 0.48% 57
2023
Q4 		$387K Buy
1,238
+1,108
+852% +$298K 0.05% 192
2023
Q3 		$33K Buy
+130
New +$34.8K ﹤0.01% 286
2019
Q3 		– Sell
-18
Closed -$3K – 451
2019
Q2 		$3K Buy
+18
New +$2.69K ﹤0.01% 365
2015
Q4 		– Sell
-12
Closed -$1K – 864
2015
Q3 		$1K Buy
12
+3
+33% +$263 ﹤0.01% 786
2015
Q2 		$1K Sell
9
-42
-82% -$3.98K ﹤0.01% 848
2015
Q1 		$5K Buy
51
+42
+467% +$3.92K ﹤0.01% 708
2014
Q4 		$1K Buy
+9
New +$709 ﹤0.01% 686

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

Transamerica Financial Advisors's SHW Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Sherwin-Williams (SHW) stake by 23% in Q2 2026, buying an estimated $30.3K and bringing the position to 515 shares worth $177K. The position accounts for 0.02% of the portfolio, ranked #449.

Transamerica Financial Advisors first reported a position in SHW in Q4 2014 and has held it in 17 quarters since. The position peaked at $5.08M in Q3 2024. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Transamerica Financial Advisors held 515 shares of Sherwin-Williams worth $177K as of Q2 2026.
  • Transamerica Financial Advisors bought 95 Sherwin-Williams shares in Q2 2026, an estimated $30.3K.
  • Sherwin-Williams made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #449 holding.
  • Transamerica Financial Advisors first reported a position in Sherwin-Williams in Q4 2014 and has held it in 17 quarters since.
  • Transamerica Financial Advisors's Sherwin-Williams position peaked at $5.08M in Q3 2024.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.