Whitney & Co’s Sherwin-Williams SHW Stock Holding History

Whitney & Co’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	$228K	Buy	663 +3	+0.5%	+$958	0.02%	166
2026 Q1	$212K	Hold	660	–	–	0.02%	166
2025 Q4	$214K	Hold	660	–	–	0.02%	165
2025 Q3	$229K	Hold	660	–	–	0.02%	126
2025 Q2	$227K	Hold	660	–	–	0.02%	124
2025 Q1	$230K	Hold	660	–	–	0.02%	120
2024 Q4	$224K	Hold	660	–	–	0.02%	120
2024 Q3	$252K	Buy	+660	New	+$230K	0.03%	114
2024 Q2	–	Sell	-660	Closed	-$229K	–	130
2024 Q1	$229K	Buy	+660	New	+$210K	0.03%	123
2022 Q1	–	Sell	-600	Closed	-$211K	–	142
2021 Q4	$211K	Buy	+600	New	+$194K	0.03%	129
2018 Q4	–	Sell	-600	Closed	-$83K	–	392
2018 Q3	$83K	Hold	600	–	–	0.02%	150
2018 Q2	$82K	Hold	600	–	–	0.02%	136
2018 Q1	$78K	Buy	+600	New	+$81.8K	0.02%	145

Other funds holding SHW

PAM

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Whitney & Co's SHW Position: Q2 2026 in Review

Whitney & Co increased its Sherwin-Williams (SHW) stake by 0.45% in Q2 2026, buying an estimated $958 and bringing the position to 663 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #166.

Whitney & Co first reported a position in SHW in Q1 2018 and has held it in 13 quarters since. The position peaked at $252K in Q3 2024. 730 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Whitney & Co held 663 shares of Sherwin-Williams worth $228K as of Q2 2026.
Whitney & Co bought 3 Sherwin-Williams shares in Q2 2026, an estimated $958.
Sherwin-Williams made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #166 holding.
Whitney & Co first reported a position in Sherwin-Williams in Q1 2018 and has held it in 13 quarters since.
Whitney & Co's Sherwin-Williams position peaked at $252K in Q3 2024.
730 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.