Valley Wealth Managers
SHW icon

Valley Wealth Managers’s Sherwin-Williams SHW Stock Holding History

Valley Wealth Managers’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
Q3 		$683K Buy
2,113
+126
+6% +$42.6K 0.04% 153
2026
Q2 		$684K Buy
1,987
+123
+7% +$39.3K 0.04% 150
2026
Q1 		$598K Sell
1,864
-103
-5% -$35.5K 0.04% 157
2025
Q4 		$637K Buy
1,967
+145
+8% +$48.5K 0.04% 155
2025
Q3 		$631K Buy
1,822
+240
+15% +$84.6K 0.04% 152
2025
Q2 		$543K Sell
1,582
-46
-3% -$15.9K 0.04% 156
2025
Q1 		$568K Buy
1,628
+113
+7% +$39.7K 0.04% 149
2024
Q4 		$515K Buy
1,515
+104
+7% +$38.8K 0.04% 156
2024
Q3 		$539K Buy
1,411
+226
+19% +$78.9K 0.04% 153
2024
Q2 		$354K Buy
1,185
+17
+1% +$5.26K 0.03% 169
2024
Q1 		$406K Buy
1,168
+171
+17% +$54.5K 0.03% 156
2023
Q4 		$311K Buy
997
+28
+3% +$7.53K 0.02% 162
2023
Q3 		$247K Buy
969
+43
+5% +$11.5K 0.02% 176
2023
Q2 		$246K Buy
926
+9
+1% +$2.12K 0.02% 151
2023
Q1 		$206K Buy
917
+47
+5% +$10.8K 0.02% 166
2022
Q4 		$206K Sell
870
-1,203
-58% -$278K 0.02% 166
2022
Q3 		$424K Buy
2,073
+1,224
+144% +$290K 0.04% 127
2022
Q2 		$190K Sell
849
-323
-28% -$82.9K 0.02% 188
2022
Q1 		$293K Buy
1,172
+97
+9% +$26.8K 0.02% 162
2021
Q4 		$379K Buy
1,075
+110
+11% +$35.5K 0.03% 145
2021
Q3 		$270K Buy
965
+69
+8% +$20.2K 0.02% 163
2021
Q2 		$244K Buy
+896
New +$245K 0.02% 173

Other funds holding SHW

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Carnegie Investment Counsel
Carnegie Investment Counsel Pepper Pike, Ohio $5.01B AUM 15.78% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Valley Wealth Managers's SHW Position: Q3 2026 in Review

Valley Wealth Managers increased its Sherwin-Williams (SHW) stake by 6.3% in Q3 2026, buying an estimated $42.6K and bringing the position to 2,113 shares worth $683K. The position accounts for 0.04% of the portfolio, ranked #153.

Valley Wealth Managers first reported a position in SHW in Q2 2021 and has held it in 22 quarters since. The position peaked at $684K in Q2 2026. 358 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Valley Wealth Managers held 2,113 shares of Sherwin-Williams worth $683K as of Q3 2026.
  • Valley Wealth Managers bought 126 Sherwin-Williams shares in Q3 2026, an estimated $42.6K.
  • Sherwin-Williams made up 0.04% of Valley Wealth Managers's portfolio in Q3 2026, its #153 holding.
  • Valley Wealth Managers first reported a position in Sherwin-Williams in Q2 2021 and has held it in 22 quarters since.
  • Valley Wealth Managers's Sherwin-Williams position peaked at $684K in Q2 2026.
  • 358 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.