Unique Wealth’s Sherwin-Williams SHW Stock Holding History

Unique Wealth’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 Q1	–	Sell	-627	Closed	-$203K	–	211
2025 Q4	$203K	Sell	627 -74	-11%	-$24.8K	0.03%	183
2025 Q3	$243K	Sell	701 -155	-18%	-$54.7K	0.04%	163
2025 Q2	$294K	Buy	856 +49	+6%	+$17K	0.05%	145
2025 Q1	$282K	Sell	807 -75	-9%	-$26.3K	0.05%	133
2024 Q4	$300K	Buy	882 +256	+41%	+$95.5K	0.06%	117
2024 Q3	$239K	Buy	+626	New	+$218K	0.05%	105
2024 Q2	–	Sell	-616	Closed	-$214K	–	94
2024 Q1	$214K	Buy	+616	New	+$196K	0.06%	84

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Unique Wealth's SHW Position: Q1 2026 in Review

Unique Wealth sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 627 shares — an estimated $203K sold.

Unique Wealth first reported a position in SHW in Q1 2024 and held it in 7 quarters. The position peaked at $300K in Q4 2024. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Unique Wealth reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
Unique Wealth sold 627 Sherwin-Williams shares in Q1 2026, an estimated $203K.
Unique Wealth first reported a position in Sherwin-Williams in Q1 2024 and held it in 7 quarters.
Unique Wealth's Sherwin-Williams position peaked at $300K in Q4 2024.
1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Unique Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.