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Sherwin-Williams Company shares owned by UMA Financial Services

Quarter-by-quarter ownership of Sherwin-Williams Company (SHW) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Sherwin-Williams Company

Tip: Access up to 7 years of quarterly data

All positions including Sherwin-Williams Company held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sherwin-Williams Company by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $142k 409 346.26
2025-06-30 $138k 402 343.36
2025-03-31 $120k 343 349.19
2024-12-31 $136k 399 339.93

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Sherwin-Williams Company

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Alliancebernstein
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Capital Research Global Investors
Jpmorgan Chase & Co
Viking Global Investors
Capital Research and Management Company - Division 3
ClearBridge Advisors
Northern Trust
Goldman Sachs Group

View all funds holding Sherwin-Williams Company