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Avestar Capital’s Sherwin-Williams SHW Stock Holding History

Avestar Capital’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 		$532K Sell
1,545
-142
-8% -$45.4K 0.03% 366
2026
Q1 		$541K Buy
1,687
+9
+0.5% +$3.1K 0.03% 336
2025
Q4 		$544K Sell
1,678
-518
-24% -$173K 0.04% 324
2025
Q3 		$760K Sell
2,196
-210
-9% -$74K 0.05% 272
2025
Q2 		$826K Buy
2,406
+285
+13% +$98.7K 0.06% 249
2025
Q1 		$741K Sell
2,121
-18
-0.8% -$6.32K 0.06% 237
2024
Q4 		$727K Buy
2,139
+392
+22% +$146K 0.06% 226
2024
Q3 		$667K Buy
1,747
+74
+4% +$25.8K 0.07% 213
2024
Q2 		$499K Buy
1,673
+284
+20% +$87.9K 0.05% 246
2024
Q1 		$482K Buy
1,389
+247
+22% +$78.7K 0.05% 239
2023
Q4 		$356K Buy
1,142
+154
+16% +$41.4K 0.04% 259
2023
Q3 		$252K Buy
988
+110
+13% +$29.4K 0.04% 287
2023
Q2 		$233K Buy
+878
New +$207K 0.04% 284
2019
Q3 		– Sell
-27
Closed -$3K – 718
2019
Q2 		$3K Hold
27
– – ﹤0.01% 647
2019
Q1 		$3K Hold
27
– – ﹤0.01% 624
2018
Q4 		$3K Hold
27
– – ﹤0.01% 601
2018
Q3 		$3K Buy
27
+18
+200% +$2.67K ﹤0.01% 608
2018
Q2 		$1K Hold
9
– – ﹤0.01% 808
2018
Q1 		$1K Hold
9
– – ﹤0.01% 767
2017
Q4 		$1K Buy
+9
New +$1.18K ﹤0.01% 718

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

Avestar Capital's SHW Position: Q2 2026 in Review

Avestar Capital reduced its Sherwin-Williams (SHW) stake by 8.4% in Q2 2026, selling an estimated $45.4K and leaving 1,545 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #366.

Avestar Capital first reported a position in SHW in Q4 2017 and has held it in 20 quarters since. The position peaked at $826K in Q2 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Avestar Capital held 1,545 shares of Sherwin-Williams worth $532K as of Q2 2026.
  • Avestar Capital sold 142 Sherwin-Williams shares in Q2 2026, an estimated $45.4K.
  • Sherwin-Williams made up 0.03% of Avestar Capital's portfolio in Q2 2026, its #366 holding.
  • Avestar Capital first reported a position in Sherwin-Williams in Q4 2017 and has held it in 20 quarters since.
  • Avestar Capital's Sherwin-Williams position peaked at $826K in Q2 2025.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.