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Advisor OS’s Sherwin-Williams SHW Stock Holding History

Advisor OS’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 		$369K Sell
1,072
-294
-22% -$93.9K 0.02% 392
2026
Q1 		$438K Buy
1,366
+488
+56% +$168K 0.03% 332
2025
Q4 		$285K Buy
878
+41
+5% +$13.7K 0.02% 391
2025
Q3 		$290K Buy
+837
New +$295K 0.03% 375

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

Advisor OS's SHW Position: Q2 2026 in Review

Advisor OS reduced its Sherwin-Williams (SHW) stake by 22% in Q2 2026, selling an estimated $93.9K and leaving 1,072 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #392.

Advisor OS first reported a position in SHW in Q3 2025 and has held it in 4 quarters since. The position peaked at $438K in Q1 2026. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Advisor OS held 1,072 shares of Sherwin-Williams worth $369K as of Q2 2026.
  • Advisor OS sold 294 Sherwin-Williams shares in Q2 2026, an estimated $93.9K.
  • Sherwin-Williams made up 0.02% of Advisor OS's portfolio in Q2 2026, its #392 holding.
  • Advisor OS first reported a position in Sherwin-Williams in Q3 2025 and has held it in 4 quarters since.
  • Advisor OS's Sherwin-Williams position peaked at $438K in Q1 2026.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.