Avior Wealth Management’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 | $1.39M | Sell |
4,037
-55
| -1% | -$17.6K | 0.04% | 304 |
|
|
2026
Q1 | $1.31M | Buy |
4,092
+75
| +2% | +$25.8K | 0.04% | 304 |
|
|
2025
Q4 | $1.3M | Buy |
4,017
+12
| +0.3% | +$4.01K | 0.04% | 260 |
|
|
2025
Q3 | $1.39M | Sell |
4,005
-5
| -0.1% | -$1.76K | 0.04% | 250 |
|
|
2025
Q2 | $1.38M | Sell |
4,010
-73
| -2% | -$25.3K | 0.05% | 229 |
|
|
2025
Q1 | $1.43M | Buy |
4,083
+43
| +1% | +$15.1K | 0.05% | 214 |
|
|
2024
Q4 | $1.37M | Buy |
4,040
+63
| +2% | +$23.5K | 0.05% | 232 |
|
|
2024
Q3 | $1.52M | Buy |
3,977
+77
| +2% | +$26.9K | 0.06% | 210 |
|
|
2024
Q2 | $1.16M | Sell |
3,900
-885
| -18% | -$274K | 0.05% | 237 |
|
|
2024
Q1 | $1.66M | Buy |
4,785
+938
| +24% | +$299K | 0.08% | 183 |
|
|
2023
Q4 | $1.2M | Sell |
3,847
-222
| -5% | -$59.7K | 0.07% | 176 |
|
|
2023
Q3 | $1.04M | Buy |
4,069
+1,050
| +35% | +$281K | 0.07% | 181 |
|
|
2023
Q2 | $802K | Buy |
3,019
+51
| +2% | +$12K | 0.05% | 231 |
|
|
2023
Q1 | $667K | Buy |
2,968
+640
| +27% | +$146K | 0.05% | 268 |
|
|
2022
Q4 | $553K | Buy |
2,328
+2
| +0.1% | +$462 | 0.04% | 279 |
|
|
2022
Q3 | $476K | Sell |
2,326
-199
| -8% | -$47.1K | 0.04% | 280 |
|
|
2022
Q2 | $565K | Sell |
2,525
-138
| -5% | -$35.4K | 0.06% | 236 |
|
|
2022
Q1 | $664K | Buy |
2,663
+248
| +10% | +$68.5K | 0.06% | 232 |
|
|
2021
Q4 | $850K | Buy |
2,415
+2,408
| +34,400% | +$778K | 0.07% | 226 |
|
|
2021
Q3 | $1K | Buy |
7
+3
| +75% | +$878 | ﹤0.01% | 1022 |
|
|
2021
Q2 | $1K | Sell |
4
-74
| -95% | -$20.3K | ﹤0.01% | 996 |
|
|
2021
Q1 | $19K | Sell |
78
-3,426
| -98% | -$816K | ﹤0.01% | 658 |
|
|
2020
Q4 | $858K | Buy |
3,504
+3,426
| +4,392% | +$813K | 0.11% | 174 |
|
|
2020
Q3 | $18K | Hold |
78
| – | – | ﹤0.01% | 613 |
|
|
2020
Q2 | $15K | Hold |
78
| – | – | ﹤0.01% | 618 |
|
|
2020
Q1 | $11K | Buy |
78
+75
| +2,500% | +$13.5K | ﹤0.01% | 567 |
|
|
2019
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 854 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | +$510 | ﹤0.01% | 860 |
|
|
2018
Q2 | – | Sell |
-9
| Closed | -$1K | – | 849 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 757 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1.18K | ﹤0.01% | 761 |
|
Other funds holding SHW
Avior Wealth Management's SHW Position: Q2 2026 in Review
Avior Wealth Management reduced its Sherwin-Williams (SHW) stake by 1.3% in Q2 2026, selling an estimated $17.6K and leaving 4,037 shares worth $1.39M. The position accounts for 0.04% of the portfolio, ranked #304.
Avior Wealth Management first reported a position in SHW in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.66M in Q1 2024. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Avior Wealth Management held 4,037 shares of Sherwin-Williams worth $1.39M as of Q2 2026.
- Avior Wealth Management sold 55 Sherwin-Williams shares in Q2 2026, an estimated $17.6K.
- Sherwin-Williams made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #304 holding.
- Avior Wealth Management first reported a position in Sherwin-Williams in Q4 2017 and has held it in 30 quarters since.
- Avior Wealth Management's Sherwin-Williams position peaked at $1.66M in Q1 2024.
- 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.