True Wealth Design’s Sherwin-Williams SHW Stock Holding History

True Wealth Design’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	$27.9K	Buy	81 +1	+1%	+$319	0.01%	697
2026 Q1	$25.6K	Sell	80 -13	-14%	-$4.47K	0.01%	618
2025 Q4	$30.1K	Sell	93 -15	-14%	-$5.02K	0.01%	471
2025 Q3	$37.3K	Buy	108 +61	+130%	+$21.5K	0.01%	401
2025 Q2	$16.1K	Buy	47 +24	+104%	+$8.31K	0.01%	442
2025 Q1	$7.98K	Buy	23 +8	+53%	+$2.81K	﹤0.01%	544
2024 Q4	$5.05K	Sell	15 -84	-85%	-$31.4K	﹤0.01%	530
2024 Q3	$37.8K	Buy	99 +90	+1,000%	+$31.4K	0.01%	191
2024 Q2	$2.69K	Hold	9	–	–	﹤0.01%	335
2024 Q1	$3.13K	Buy	9 +4	+80%	+$1.27K	﹤0.01%	308
2023 Q4	$1.56K	Hold	5	–	–	﹤0.01%	320
2023 Q3	$1.28K	Hold	5	–	–	﹤0.01%	298
2023 Q2	$1.33K	Hold	5	–	–	﹤0.01%	301
2023 Q1	$1.12K	Hold	5	–	–	﹤0.01%	394
2022 Q4	$1.19K	Buy	+5	New	+$1.16K	﹤0.01%	326

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

True Wealth Design's SHW Position: Q2 2026 in Review

True Wealth Design increased its Sherwin-Williams (SHW) stake by 1.3% in Q2 2026, buying an estimated $319 and bringing the position to 81 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #697.

True Wealth Design first reported a position in SHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.8K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

True Wealth Design held 81 shares of Sherwin-Williams worth $27.9K as of Q2 2026.
True Wealth Design bought 1 Sherwin-Williams share in Q2 2026, an estimated $319.
Sherwin-Williams made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #697 holding.
True Wealth Design first reported a position in Sherwin-Williams in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Sherwin-Williams position peaked at $37.8K in Q3 2024.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.