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WoodTrust Financial’s Sherwin-Williams SHW Stock Holding History

WoodTrust Financial’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 		$467K Buy
1,356
+406
+43% +$130K 0.06% 121
2026
Q1 		$305K Hold
950
– – 0.04% 141
2025
Q4 		$308K Sell
950
-250
-21% -$83.6K 0.04% 152
2025
Q3 		$416K Buy
+1,200
New +$423K 0.05% 131

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WoodTrust Financial's SHW Position: Q2 2026 in Review

WoodTrust Financial increased its Sherwin-Williams (SHW) stake by 43% in Q2 2026, buying an estimated $130K and bringing the position to 1,356 shares worth $467K. The position accounts for 0.06% of the portfolio, ranked #121.

WoodTrust Financial first reported a position in SHW in Q3 2025 and has held it in 4 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • WoodTrust Financial held 1,356 shares of Sherwin-Williams worth $467K as of Q2 2026.
  • WoodTrust Financial bought 406 Sherwin-Williams shares in Q2 2026, an estimated $130K.
  • Sherwin-Williams made up 0.06% of WoodTrust Financial's portfolio in Q2 2026, its #121 holding.
  • WoodTrust Financial first reported a position in Sherwin-Williams in Q3 2025 and has held it in 4 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.