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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
Q3 		$711K Buy
2,200
+844
+62% +$285K 0.09% 102
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

WoodTrust Financial's SHW Position: Q3 2026 in Review

WoodTrust Financial increased its Sherwin-Williams (SHW) stake by 62% in Q3 2026, buying an estimated $285K and bringing the position to 2,200 shares worth $711K. The position accounts for 0.09% of the portfolio, ranked #102.

WoodTrust Financial first reported a position in SHW in Q3 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • WoodTrust Financial held 2,200 shares of Sherwin-Williams worth $711K as of Q3 2026.
  • WoodTrust Financial bought 844 Sherwin-Williams shares in Q3 2026, an estimated $285K.
  • Sherwin-Williams made up 0.09% of WoodTrust Financial's portfolio in Q3 2026, its #102 holding.
  • WoodTrust Financial first reported a position in Sherwin-Williams in Q3 2025 and has held it in 5 quarters since.
  • 70 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.