SHW

SHW

SHW

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2024 Q3 Sep 30, 2024 ClearBridge Investments Large Cap Value - - APD, AVGO, EIX, INTC, MCK, ORLY, PH, SBUX, SHW, UPS -
2024 Q2 Jul 16, 2024 The Bristol Gate U.S. Equity Strategy -0.4% 6.1% AMAT, AVGO, CNR, DOL CN, IIP-U CN, ODFL, OTEX, SHW -
2025 Q1 May 22, 2025 Brown Advisors Global Leaders Strategy - -0.4% ABNB, AMZN, BKNG, GE, GOOG, LSEG LN, SHW, ZM -
2024 Q4 Dec 31, 2024 Parnassus Mid Cap Growth Fund -2.5% 10.6% A, ADYEY, ALGN, CSGP, DDOG, EFX, FTNT, GWRE, IDXX, KLAC, MELI, MTD, ODFL, PCOR, PGR, POOL, ROK, SHW, SQ, TEAM, TT, XYZ -
2024 Q3 Oct 28, 2024 Parnassus Core Equity Fund 5.5% 18.2% ADBE, AMAT, AMZN, CHTR, DHI, GOOG, ICE, INTC, MU, O, SHW, SNPS, SYK, WM -
2024 Q3 Oct 28, 2024 Parnassus Growth Equity Fund 3.3% 21.0% AAPL, ADYEN, AKAM, AMAT, ARNB, CHTR, CMG, DHR, INTU, MAR, MELI, MSCI, NVDA, PCOR, SHW -
2024 Q3 Oct 18, 2024 The Bristol Gate U.S. Equity Strategy 8.4% 15.0% MCK, SHW -
2024 Q4 Jan 28, 2025 Aoris International Fund - 22.9% APH, CDW, CPG LN, DPLM LN, HLMA LN, MC FP, MSCI, OR FP, RELX, SHW, TSCO, V -
2023 Q4 Jan 28, 2024 Mairs & Power – Balanced Fund 0.0% 11.0% CRM, ECL, ENTG, FI, HSY, LLY, MSFT, NTRS, SHW, TXN -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 24, 2026 Seeking Alpha Seeking Alpha The Sherwin-Williams Company Materials Paints and Coatings Neutral New York Stock Exchange architectural paints, Lowe's partnership, macro risks, market leadership, paints and coatings, premium valuation, professional markets, Sherwin-Williams, Valspar acquisition, valuation concerns
Aug 8, 2025 Seeking Alpha Alan Galecki The Sherwin-Williams Company Materials Specialty Chemicals Bear NYSE
Aug 8, 2025 Seeking Alpha Lighting Rock Research The Sherwin-Williams Company Materials Specialty Chemicals Bear NYSE

BSD Shareholders of SHW

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.