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Atria Investments’s Sherwin-Williams SHW Stock Holding History

Atria Investments’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 		$5.79M Sell
18,070
-5,458
-23% -$1.88M 0.06% 327
2025
Q4 		$7.62M Sell
23,528
-3,636
-13% -$1.22M 0.09% 259
2025
Q3 		$9.41M Buy
27,164
+1,012
+4% +$357K 0.11% 206
2025
Q2 		$8.98M Sell
26,152
-1,381
-5% -$478K 0.11% 214
2025
Q1 		$9.61M Sell
27,533
-7,590
-22% -$2.66M 0.12% 188
2024
Q4 		$11.9M Sell
35,123
-698
-2% -$261K 0.15% 157
2024
Q3 		$13.7M Buy
35,821
+1,142
+3% +$399K 0.17% 126
2024
Q2 		$10.3M Buy
34,679
+1,175
+4% +$364K 0.13% 165
2024
Q1 		$11.6M Buy
33,504
+2,046
+7% +$652K 0.16% 148
2023
Q4 		$9.81M Buy
31,458
+267
+0.9% +$71.8K 0.15% 161
2023
Q3 		$7.96M Buy
31,191
+486
+2% +$130K 0.14% 173
2023
Q2 		$8.15M Buy
30,705
+2,982
+11% +$702K 0.15% 160
2023
Q1 		$6.23M Buy
27,723
+1,459
+6% +$334K 0.12% 210
2022
Q4 		$6.23M Buy
26,264
+592
+2% +$137K 0.13% 206
2022
Q3 		$5.26M Sell
25,672
-6,477
-20% -$1.53M 0.12% 221
2022
Q2 		$7.2M Sell
32,149
-6,987
-18% -$1.79M 0.15% 163
2022
Q1 		$9.77M Sell
39,136
-1,076
-3% -$297K 0.17% 148
2021
Q4 		$14.2M Sell
40,212
-1,072
-3% -$346K 0.25% 89
2021
Q3 		$11.5M Buy
41,284
+343
+0.8% +$100K 0.21% 112
2021
Q2 		$11.2M Buy
40,941
+996
+2% +$273K 0.22% 106
2021
Q1 		$9.83M Sell
39,945
-387
-1% -$92.2K 0.22% 105
2020
Q4 		$9.88M Buy
40,332
+15,351
+61% +$3.64M 0.24% 100
2020
Q3 		$5.8M Buy
24,981
+5,175
+26% +$1.13M 0.18% 133
2020
Q2 		$3.81M Buy
+19,806
New +$3.57M 0.13% 184
2020
Q1 		– Sell
-11,388
Closed -$2.21M – 1086
2019
Q4 		$2.21M Buy
11,388
+3,390
+42% +$647K 0.06% 277
2019
Q3 		$1.47M Buy
7,998
+339
+4% +$57.7K 0.05% 305
2019
Q2 		$1.33M Buy
7,659
+3,798
+98% +$568K 0.05% 317
2019
Q1 		$554K Sell
3,861
-2,289
-37% -$319K 0.02% 505
2018
Q4 		$807K Sell
6,150
-15,063
-71% -$2.03M 0.04% 360
2018
Q3 		$3.22M Buy
21,213
+438
+2% +$64.8K 0.13% 140
2018
Q2 		$2.82M Buy
20,775
+1,092
+6% +$141K 0.12% 155
2018
Q1 		$2.57M Buy
19,683
+2,178
+12% +$297K 0.12% 179
2017
Q4 		$2.39M Buy
17,505
+123
+0.7% +$16.2K 0.12% 192
2017
Q3 		$2.07M Buy
17,382
+537
+3% +$61.6K 0.11% 183
2017
Q2 		$1.97M Buy
16,845
+3,720
+28% +$416K 0.12% 181
2017
Q1 		$1.36M Buy
13,125
+7,389
+129% +$744K 0.09% 225
2016
Q4 		$514K Buy
+5,736
New +$507K 0.04% 336
2015
Q3 		– Sell
-10,074
Closed -$924K – 400
2015
Q2 		$924K Sell
10,074
-2,790
-22% -$264K 0.11% 141
2015
Q1 		$1.22M Sell
12,864
-7,974
-38% -$743K 0.14% 108
2014
Q4 		$1.83M Buy
+20,838
New +$1.64M 0.19% 81

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

Atria Investments's SHW Position: Q1 2026 in Review

Atria Investments reduced its Sherwin-Williams (SHW) stake by 23% in Q1 2026, selling an estimated $1.88M and leaving 18,070 shares worth $5.79M. The position accounts for 0.06% of the portfolio, ranked #327.

Atria Investments first reported a position in SHW in Q4 2014 and has held it in 40 quarters since. The position peaked at $14.2M in Q4 2021. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Atria Investments held 18,070 shares of Sherwin-Williams worth $5.79M as of Q1 2026.
  • Atria Investments sold 5,458 Sherwin-Williams shares in Q1 2026, an estimated $1.88M.
  • Sherwin-Williams made up 0.06% of Atria Investments's portfolio in Q1 2026, its #327 holding.
  • Atria Investments first reported a position in Sherwin-Williams in Q4 2014 and has held it in 40 quarters since.
  • Atria Investments's Sherwin-Williams position peaked at $14.2M in Q4 2021.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.