TWP
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Triad Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Triad Wealth Partners’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 		$202K Buy
+570
New +$182K 0.01% 548
2024
Q3 		– Sell
-9
Closed -$2.69K – 753
2024
Q2 		$2.69K Buy
+9
New +$2.78K ﹤0.01% 709

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Triad Wealth Partners's SHW Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Sherwin-Williams (SHW) in Q2 2026: 570 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in SHW as recently as Q2 2024.

Triad Wealth Partners first reported a position in SHW in Q2 2024 and has held it in 2 quarters since. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Triad Wealth Partners held 570 shares of Sherwin-Williams worth $202K as of Q2 2026.
  • Sherwin-Williams was a new Triad Wealth Partners position in Q2 2026.
  • Sherwin-Williams made up 0.01% of Triad Wealth Partners's portfolio in Q2 2026, its #548 holding.
  • Triad Wealth Partners first reported a position in Sherwin-Williams in Q2 2024 and has held it in 2 quarters since.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.