Aventura Private Wealth’s Sherwin-Williams SHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$122K Buy
353
+126
+56% +$40.3K 0.04% 221
2026
Q1
$72.8K Hold
227
0.03% 264
2025
Q4
$73.6K Sell
227
-154
-40% -$51.5K 0.03% 242
2025
Q3
$132K Buy
381
+23
+6% +$8.11K 0.05% 190
2025
Q2
$123K Sell
358
-22
-6% -$7.62K 0.05% 180
2025
Q1
$133K Buy
380
+46
+14% +$16.1K 0.07% 170
2024
Q4
$114K Buy
+334
New +$125K 0.06% 179

Other funds holding SHW

Aventura Private Wealth's SHW Position: Q2 2026 in Review

Aventura Private Wealth increased its Sherwin-Williams (SHW) stake by 56% in Q2 2026, buying an estimated $40.3K and bringing the position to 353 shares worth $122K. The position accounts for 0.04% of the portfolio, ranked #221.

Aventura Private Wealth first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $133K in Q1 2025. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Aventura Private Wealth held 353 shares of Sherwin-Williams worth $122K as of Q2 2026.
  • Aventura Private Wealth bought 126 Sherwin-Williams shares in Q2 2026, an estimated $40.3K.
  • Sherwin-Williams made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #221 holding.
  • Aventura Private Wealth first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Sherwin-Williams position peaked at $133K in Q1 2025.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.