Ameritas Advisory Services’s Sherwin-Williams SHW Stock Holding History

Ameritas Advisory 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	$4.52M	Sell	13,128 -490	-4%	-$157K	0.09%	213
2026 Q1	$4.37M	Sell	13,618 -8	-0.1%	-$2.75K	0.17%	125
2025 Q4	$4.42M	Sell	13,626 -132	-1%	-$44.2K	0.16%	125
2025 Q3	$4.76M	Buy	13,758 +13,000	+1,715%	+$4.58M	0.31%	64
2025 Q2	$260K	Sell	758 -1,211	-62%	-$420K	0.01%	665
2025 Q1	$671K	Sell	1,969 -11,974	-86%	-$4.2M	0.03%	496
2024 Q4	$4.74M	Buy	13,943 +12,201	+700%	+$4.55M	0.16%	128
2024 Q3	$665K	Sell	1,742 -12,196	-88%	-$4.26M	0.03%	477
2024 Q2	$4.16M	Buy	13,938 +9	+0.1%	+$2.78K	0.16%	133
2024 Q1	$4.25M	Buy	13,929 +11,663	+515%	+$3.72M	0.18%	115
2023 Q4	$704K	Sell	2,266 -15,400	-87%	-$4.14M	0.04%	356
2023 Q3	$4.28M	Buy	17,666 +3,713	+27%	+$994K	0.21%	93
2023 Q2	$3.56M	Sell	13,953 -98	-0.7%	-$23.1K	0.46%	42
2023 Q1	$3.16M	Sell	14,051 -13,808	-50%	-$3.16M	0.16%	125
2022 Q4	$6.61M	Buy	27,859 +13,796	+98%	+$3.19M	0.31%	75
2022 Q3	$2.88M	Sell	14,063 -23	-0.2%	-$5.45K	0.17%	123
2022 Q2	$3.15M	Buy	14,086 +57	+0.4%	+$14.6K	0.18%	122
2022 Q1	$3.5M	Hold	14,029	–	–	0.13%	128
2021 Q4	$4.94M	Buy	+14,029	New	+$4.53M	0.18%	94

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ameritas Advisory Services's SHW Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Sherwin-Williams (SHW) stake by 3.6% in Q2 2026, selling an estimated $157K and leaving 13,128 shares worth $4.52M. The position accounts for 0.09% of the portfolio, ranked #213.

Ameritas Advisory Services first reported a position in SHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.61M in Q4 2022. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Ameritas Advisory Services held 13,128 shares of Sherwin-Williams worth $4.52M as of Q2 2026.
Ameritas Advisory Services sold 490 Sherwin-Williams shares in Q2 2026, an estimated $157K.
Sherwin-Williams made up 0.09% of Ameritas Advisory Services's portfolio in Q2 2026, its #213 holding.
Ameritas Advisory Services first reported a position in Sherwin-Williams in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Sherwin-Williams position peaked at $6.61M in Q4 2022.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.