Windward Private Wealth Management’s Sherwin-Williams SHW Stock Holding History

Windward Private Wealth Management’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	$217K	Hold	629	–	–	0.07%	43
2026 Q1	$202K	Sell	629 -214	-25%	-$73.7K	0.07%	44
2025 Q4	$273K	Hold	843	–	–	0.09%	40
2025 Q3	$292K	Hold	843	–	–	0.1%	39
2025 Q2	$289K	Hold	843	–	–	0.1%	37
2025 Q1	$294K	Sell	843 -224	-21%	-$78.6K	0.11%	37
2024 Q4	$363K	Sell	1,067 -117	-10%	-$43.7K	0.14%	34
2024 Q3	$452K	Hold	1,184	–	–	0.17%	34
2024 Q2	$353K	Hold	1,184	–	–	0.14%	35
2024 Q1	$411K	Sell	1,184 -250	-17%	-$79.6K	0.17%	36
2023 Q4	$447K	Hold	1,434	–	–	0.19%	36
2023 Q3	$366K	Hold	1,434	–	–	0.17%	37
2023 Q2	$381K	Hold	1,434	–	–	0.17%	38
2023 Q1	$322K	Sell	1,434 -308	-18%	-$70.5K	0.14%	42
2022 Q4	$413K	Hold	1,742	–	–	0.18%	39
2022 Q3	$357K	Hold	1,742	–	–	0.17%	42
2022 Q2	$390K	Hold	1,742	–	–	0.18%	39
2022 Q1	$435K	Sell	1,742 -254	-13%	-$70.2K	0.18%	39
2021 Q4	$703K	Hold	1,996	–	–	0.27%	29
2021 Q3	$558K	Sell	1,996 -266	-12%	-$77.8K	0.23%	36
2021 Q2	$616K	Hold	2,262	–	–	0.25%	34
2021 Q1	$556K	Hold	2,262	–	–	0.25%	37
2020 Q4	$554K	Buy	+2,262	New	+$537K	0.26%	35

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Windward Private Wealth Management's SHW Position: Q2 2026 in Review

Windward Private Wealth Management held its Sherwin-Williams (SHW) position steady in Q2 2026 at 629 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #43.

Windward Private Wealth Management first reported a position in SHW in Q4 2020 and has held it in 23 quarters since. The position peaked at $703K in Q4 2021. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Windward Private Wealth Management held 629 shares of Sherwin-Williams worth $217K as of Q2 2026.
Windward Private Wealth Management left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 0.07% of Windward Private Wealth Management's portfolio in Q2 2026, its #43 holding.
Windward Private Wealth Management first reported a position in Sherwin-Williams in Q4 2020 and has held it in 23 quarters since.
Windward Private Wealth Management's Sherwin-Williams position peaked at $703K in Q4 2021.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.