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Union Heritage Capital’s Sherwin-Williams SHW Stock Holding History

Union Heritage Capital’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 		$334K Hold
971
– – 0.11% 59
2026
Q1 		$311K Hold
971
– – 0.12% 58
2025
Q4 		$315K Hold
971
– – 0.11% 60
2025
Q3 		$336K Hold
971
– – 0.11% 60
2025
Q2 		$333K Hold
971
– – 0.12% 60
2025
Q1 		$339K Hold
971
– – 0.13% 59
2024
Q4 		$330K Hold
971
– – 0.12% 55
2024
Q3 		$371K Hold
971
– – 0.14% 55
2024
Q2 		$290K Hold
971
– – 0.11% 56
2024
Q1 		$337K Buy
+971
New +$309K 0.13% 54

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

Union Heritage Capital's SHW Position: Q2 2026 in Review

Union Heritage Capital held its Sherwin-Williams (SHW) position steady in Q2 2026 at 971 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #59.

Union Heritage Capital first reported a position in SHW in Q1 2024 and has held it in 10 quarters since. The position peaked at $371K in Q3 2024. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Union Heritage Capital held 971 shares of Sherwin-Williams worth $334K as of Q2 2026.
  • Union Heritage Capital left its Sherwin-Williams share count unchanged in Q2 2026.
  • Sherwin-Williams made up 0.11% of Union Heritage Capital's portfolio in Q2 2026, its #59 holding.
  • Union Heritage Capital first reported a position in Sherwin-Williams in Q1 2024 and has held it in 10 quarters since.
  • Union Heritage Capital's Sherwin-Williams position peaked at $371K in Q3 2024.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Union Heritage Capital's 13F filing for Q2 2026, filed 14 Aug 2026.