TriaGen Wealth Management’s Sherwin-Williams SHW Stock Holding History

TriaGen Wealth 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	$1.17M	Hold	3,412	–	–	0.29%	83
2026 Q1	$1.09M	Hold	3,412	–	–	0.3%	78
2025 Q4	$1.11M	Hold	3,412	–	–	0.29%	78
2025 Q3	$1.18M	Buy	3,412 +328	+11%	+$116K	0.31%	81
2025 Q2	$1.06M	Buy	3,084 +1	+0%	+$346	0.32%	73
2025 Q1	$1.08M	Hold	3,083	–	–	0.38%	67
2024 Q4	$1.05M	Hold	3,083	–	–	0.35%	67
2024 Q3	$1.18M	Buy	3,083 +23	+0.8%	+$8.03K	0.39%	66
2024 Q2	$913K	Buy	3,060 +141	+5%	+$43.6K	0.35%	72
2024 Q1	$1.01M	Hold	2,919	–	–	0.42%	61
2023 Q4	$910K	Hold	2,919	–	–	0.43%	59
2023 Q3	$744K	Hold	2,919	–	–	0.38%	65
2023 Q2	$775K	Hold	2,919	–	–	0.35%	72
2023 Q1	$656K	Hold	2,919	–	–	0.33%	74
2022 Q4	$693K	Sell	2,919 -9	-0.3%	-$2.08K	0.38%	71
2022 Q3	$600K	Hold	2,928	–	–	0.33%	76
2022 Q2	$656K	Buy	2,928 +9	+0.3%	+$2.31K	0.47%	63
2022 Q1	$729K	Sell	2,919 -4,893	-63%	-$1.35M	0.38%	79
2021 Q4	$2.75M	Hold	7,812	–	–	1.36%	12
2021 Q3	$2.19M	Sell	7,812 -4,893	-39%	-$1.43M	1.19%	14
2021 Q2	$3.7M	Buy	12,705 +9,786	+335%	+$2.68M	1.9%	6
2021 Q1	$718K	Hold	2,919	–	–	0.41%	76
2020 Q4	$715K	Buy	+2,919	New	+$692K	0.42%	79

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TriaGen Wealth Management's SHW Position: Q2 2026 in Review

TriaGen Wealth Management held its Sherwin-Williams (SHW) position steady in Q2 2026 at 3,412 shares worth $1.17M. The position accounts for 0.29% of the portfolio, ranked #83.

TriaGen Wealth Management first reported a position in SHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.7M in Q2 2021. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

TriaGen Wealth Management held 3,412 shares of Sherwin-Williams worth $1.17M as of Q2 2026.
TriaGen Wealth Management left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.29% of TriaGen Wealth Management's portfolio in Q2 2026, its #83 holding.
TriaGen Wealth Management first reported a position in Sherwin-Williams in Q4 2020 and has held it in 23 quarters since.
TriaGen Wealth Management's Sherwin-Williams position peaked at $3.7M in Q2 2021.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.