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AGH Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

AGH Wealth Advisors’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 		$324K Buy
941
+16
+2% +$5.11K 0.2% 89
2026
Q1 		$297K Sell
925
-30
-3% -$10.3K 0.22% 89
2025
Q4 		$309K Sell
955
-17
-2% -$5.69K 0.23% 78
2025
Q3 		$337K Buy
972
+9
+0.9% +$3.17K 0.25% 80
2025
Q2 		$331K Buy
963
+31
+3% +$10.7K 0.27% 79
2025
Q1 		$325K Sell
932
-47
-5% -$16.5K 0.31% 75
2024
Q4 		$333K Buy
+979
New +$365K 0.31% 75

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

AGH Wealth Advisors's SHW Position: Q2 2026 in Review

AGH Wealth Advisors increased its Sherwin-Williams (SHW) stake by 1.7% in Q2 2026, buying an estimated $5.11K and bringing the position to 941 shares worth $324K. The position accounts for 0.2% of the portfolio, ranked #89.

AGH Wealth Advisors first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $337K in Q3 2025. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • AGH Wealth Advisors held 941 shares of Sherwin-Williams worth $324K as of Q2 2026.
  • AGH Wealth Advisors bought 16 Sherwin-Williams shares in Q2 2026, an estimated $5.11K.
  • Sherwin-Williams made up 0.2% of AGH Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • AGH Wealth Advisors first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Sherwin-Williams position peaked at $337K in Q3 2025.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.