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Advocate Investing Services’s Sherwin-Williams SHW Stock Holding History

Advocate Investing Services’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 		$9.64K Hold
28
– – 0.01% 271
2026
Q1 		$8.97K Hold
28
– – 0.01% 257
2025
Q4 		$9.07K Buy
+28
New +$9.37K 0.01% 237

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

Advocate Investing Services's SHW Position: Q2 2026 in Review

Advocate Investing Services held its Sherwin-Williams (SHW) position steady in Q2 2026 at 28 shares worth $9.64K. The position accounts for 0.01% of the portfolio, ranked #271.

Advocate Investing Services first reported a position in SHW in Q4 2025 and has held it in 3 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Advocate Investing Services held 28 shares of Sherwin-Williams worth $9.64K as of Q2 2026.
  • Advocate Investing Services left its Sherwin-Williams share count unchanged in Q2 2026.
  • Sherwin-Williams made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #271 holding.
  • Advocate Investing Services first reported a position in Sherwin-Williams in Q4 2025 and has held it in 3 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.