Waterfront Wealth
SHW icon

Waterfront Wealth’s Sherwin-Williams SHW Stock Holding History

Waterfront 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
Q3 		$1.93M Buy
5,756
+13
+0.2% +$4.39K 0.31% 98
2026
Q2 		$1.92M Buy
5,743
+62
+1% +$19.8K 0.3% 102
2026
Q1 		$1.82M Sell
5,681
-1,559
-22% -$537K 0.33% 95
2025
Q4 		$2.51M Buy
7,240
+57
+0.8% +$19.1K 0.48% 61
2025
Q3 		$2.41M Buy
7,183
+4,196
+140% +$1.48M 0.49% 58
2025
Q2 		$1.03M Sell
2,987
-101
-3% -$35K 0.23% 133
2025
Q1 		$1.08M Buy
3,088
+11
+0.4% +$3.86K 0.26% 119
2024
Q4 		$1.05M Buy
3,077
+56
+2% +$20.9K 0.25% 125
2024
Q3 		$1.1M Buy
3,021
+76
+3% +$26.5K 0.27% 114
2024
Q2 		$879K Buy
2,945
+431
+17% +$133K 0.24% 134
2024
Q1 		$770K Sell
2,514
-4
-0.2% -$1.27K 0.22% 145
2023
Q4 		$785K Buy
2,518
+56
+2% +$15.1K 0.23% 133
2023
Q3 		$589K Buy
2,462
+41
+2% +$11K 0.19% 149
2023
Q2 		$677K Buy
2,421
+66
+3% +$15.5K 0.2% 142
2023
Q1 		$529K Buy
2,355
+134
+6% +$30.7K 0.17% 155
2022
Q4 		$506K Buy
2,221
+122
+6% +$28.2K 0.17% 164
2022
Q3 		$470K Buy
2,099
+206
+11% +$48.8K 0.18% 152
2022
Q2 		$424K Buy
1,893
+912
+93% +$234K 0.17% 156
2022
Q1 		$260K Buy
+981
New +$271K 0.09% 210

Other funds holding SHW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Waterfront Wealth's SHW Position: Q3 2026 in Review

Waterfront Wealth increased its Sherwin-Williams (SHW) stake by 0.23% in Q3 2026, buying an estimated $4.39K and bringing the position to 5,756 shares worth $1.93M. The position accounts for 0.31% of the portfolio, ranked #98.

Waterfront Wealth first reported a position in SHW in Q1 2022 and has held it in 19 quarters since. The position peaked at $2.51M in Q4 2025. 1,022 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Waterfront Wealth held 5,756 shares of Sherwin-Williams worth $1.93M as of Q3 2026.
  • Waterfront Wealth bought 13 Sherwin-Williams shares in Q3 2026, an estimated $4.39K.
  • Sherwin-Williams made up 0.31% of Waterfront Wealth's portfolio in Q3 2026, its #98 holding.
  • Waterfront Wealth first reported a position in Sherwin-Williams in Q1 2022 and has held it in 19 quarters since.
  • Waterfront Wealth's Sherwin-Williams position peaked at $2.51M in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.