AWA
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Arkadios Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Arkadios 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
Q1 		$1.14M Sell
3,561
-737
-17% -$254K 0.02% 728
2025
Q4 		$1.39M Sell
4,298
-26
-0.6% -$8.7K 0.03% 571
2025
Q3 		$1.5M Buy
4,324
+374
+9% +$132K 0.04% 488
2025
Q2 		$1.36M Buy
3,950
+928
+31% +$321K 0.04% 458
2025
Q1 		$1.06M Buy
3,022
+988
+49% +$347K 0.04% 442
2024
Q4 		$692K Buy
2,034
+16
+0.8% +$5.97K 0.04% 426
2024
Q3 		$770K Buy
2,018
+53
+3% +$18.5K 0.04% 390
2024
Q2 		$586K Buy
1,965
+160
+9% +$49.5K 0.04% 421
2024
Q1 		$627K Buy
1,805
+70
+4% +$22.3K 0.05% 339
2023
Q4 		$541K Buy
1,735
+173
+11% +$46.5K 0.05% 345
2023
Q3 		$398K Buy
1,562
+20
+1% +$5.35K 0.04% 401
2023
Q2 		$410K Buy
1,542
+183
+13% +$43.1K 0.05% 359
2023
Q1 		$306K Buy
+1,359
New +$311K 0.04% 432
2021
Q4 		– Sell
-425
Closed -$119K – 1575
2021
Q3 		$119K Buy
425
+254
+149% +$74.3K 0.02% 638
2021
Q2 		$46K Buy
171
+99
+138% +$27.1K 0.01% 959
2021
Q1 		$17K Hold
72
– – ﹤0.01% 1028
2020
Q4 		$17K Sell
72
-111
-61% -$26.3K ﹤0.01% 810
2020
Q3 		$42.5K Buy
183
+3
+2% +$655 0.02% 444
2020
Q2 		$35.3K Buy
180
+120
+200% +$21.6K 0.02% 427
2020
Q1 		$9.23K Hold
60
– – 0.01% 657
2019
Q4 		$11.6K Buy
+60
New +$11.4K 0.01% 561

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arkadios Wealth Advisors's SHW Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 17% in Q1 2026, selling an estimated $254K and leaving 3,561 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #728.

Arkadios Wealth Advisors first reported a position in SHW in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.5M in Q3 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Arkadios Wealth Advisors held 3,561 shares of Sherwin-Williams worth $1.14M as of Q1 2026.
  • Arkadios Wealth Advisors sold 737 Sherwin-Williams shares in Q1 2026, an estimated $254K.
  • Sherwin-Williams made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #728 holding.
  • Arkadios Wealth Advisors first reported a position in Sherwin-Williams in Q4 2019 and has held it in 21 quarters since.
  • Arkadios Wealth Advisors's Sherwin-Williams position peaked at $1.5M in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.