Wealthquest’s Sherwin-Williams SHW Stock Holding History

Wealthquest’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	$345K	Buy	1,001 +6	+0.6%	+$1.92K	0.02%	125
2026 Q1	$319K	Hold	995	–	–	0.02%	107
2025 Q4	$322K	Buy	+995	New	+$333K	0.02%	103
2025 Q3	–	Sell	-1,000	Closed	-$343K	–	110
2025 Q2	$343K	Sell	1,000 -5	-0.5%	-$1.73K	0.03%	97
2025 Q1	$351K	Buy	1,005 +5	+0.5%	+$1.75K	0.03%	92
2024 Q4	$340K	Hold	1,000	–	–	0.03%	94
2024 Q3	$381K	Buy	1,000 +5	+0.5%	+$1.75K	0.03%	84
2024 Q2	$297K	Hold	995	–	–	0.03%	98
2024 Q1	$346K	Sell	995 -5	-0.5%	-$1.59K	0.04%	91
2023 Q4	$312K	Hold	1,000	–	–	0.03%	103
2023 Q3	$255K	Buy	1,000 +10	+1%	+$2.68K	0.03%	113
2023 Q2	$263K	Hold	990	–	–	0.03%	106
2023 Q1	$223K	Hold	990	–	–	0.03%	113
2022 Q4	$235K	Hold	990	–	–	0.03%	116
2022 Q3	$202K	Sell	990 -200	-17%	-$47.4K	0.03%	119
2022 Q2	$266K	Hold	1,190	–	–	0.04%	101
2022 Q1	$419K	Hold	1,190	–	–	0.06%	87
2021 Q4	$419K	Buy	1,190 +200	+20%	+$64.6K	0.06%	87
2021 Q3	$276K	Hold	990	–	–	0.05%	109
2021 Q2	$269K	Hold	990	–	–	0.05%	120
2021 Q1	$243K	Hold	990	–	–	0.05%	123
2020 Q4	$242K	Hold	990	–	–	0.05%	113
2020 Q3	$229K	Buy	+990	New	+$216K	0.06%	100

Other funds holding SHW

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

PBCay One Dubai, United Arab Emirates $1.74B AUM

Spear Holdings Dubai, United Arab Emirates $1.68B AUM 4.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wealthquest's SHW Position: Q2 2026 in Review

Wealthquest increased its Sherwin-Williams (SHW) stake by 0.6% in Q2 2026, buying an estimated $1.92K and bringing the position to 1,001 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #125.

Wealthquest first reported a position in SHW in Q3 2020 and has held it in 23 quarters since. The position peaked at $419K in Q1 2022. 519 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Wealthquest held 1,001 shares of Sherwin-Williams worth $345K as of Q2 2026.
Wealthquest bought 6 Sherwin-Williams shares in Q2 2026, an estimated $1.92K.
Sherwin-Williams made up 0.02% of Wealthquest's portfolio in Q2 2026, its #125 holding.
Wealthquest first reported a position in Sherwin-Williams in Q3 2020 and has held it in 23 quarters since.
Wealthquest's Sherwin-Williams position peaked at $419K in Q1 2022.
519 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.