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Planning Strategies Inc.’s Sherwin-Williams SHW Stock Holding History

Planning Strategies Inc.’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 		$1.38K Buy
+4
New +$1.28K ﹤0.01% 677

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
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
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
PO
PBCay One Dubai, United Arab Emirates $1.74B AUM

Planning Strategies Inc.'s SHW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Sherwin-Williams (SHW) in Q2 2026: 4 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #677 among its holdings.

645 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Planning Strategies Inc. held 4 shares of Sherwin-Williams worth $1.38K as of Q2 2026.
  • Sherwin-Williams was a new Planning Strategies Inc. position in Q2 2026.
  • Sherwin-Williams made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #677 holding.
  • 645 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.