BRWA
SHW icon

B. Riley Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

B. Riley 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
Q2 		$518K Sell
1,503
-598
-28% -$191K 0.03% 461
2026
Q1 		$664K Sell
2,101
-509
-20% -$175K 0.04% 380
2025
Q4 		$846K Sell
2,610
-33
-1% -$11K 0.04% 381
2025
Q3 		$915K Sell
2,643
-2,720
-51% -$959K 0.04% 364
2025
Q2 		$1.84M Buy
+5,363
New +$1.86M 0.09% 227
2024
Q4 		$3.49M Buy
10,258
+732
+8% +$273K 0.11% 185
2024
Q3 		$3.59M Sell
9,526
-404
-4% -$141K 0.1% 200
2024
Q2 		$2.96M Sell
9,930
-2,031
-17% -$628K 0.08% 249
2024
Q1 		$3.05M Sell
11,961
-405
-3% -$129K 0.08% 237
2023
Q4 		$3.86M Buy
12,366
+405
+3% +$109K 0.1% 208
2023
Q3 		$3.05M Sell
11,961
-285
-2% -$76.3K 0.08% 237
2023
Q2 		$3.25M Buy
12,246
+295
+2% +$69.5K 0.07% 253
2023
Q1 		$2.69M Sell
11,951
-96
-0.8% -$22K 0.07% 273
2022
Q4 		$2.86M Sell
12,047
-9
-0.1% -$2.08K 0.08% 254
2022
Q3 		$2.47M Buy
12,056
+4,038
+50% +$957K 0.07% 263
2022
Q2 		$1.8M Sell
8,018
-484
-6% -$124K 0.08% 272
2022
Q1 		$2.12M Sell
8,502
-136
-2% -$37.6K 0.07% 288
2021
Q4 		$3.04M Sell
8,638
-349
-4% -$113K 0.09% 250
2021
Q3 		$2.51M Sell
8,987
-1,933
-18% -$566K 0.08% 282
2021
Q2 		$2.99M Buy
10,920
+4,245
+64% +$1.16M 0.1% 248
2021
Q1 		$1.64M Buy
6,675
+3,783
+131% +$901K 0.06% 357
2020
Q4 		$709K Sell
2,892
-1,836
-39% -$436K 0.04% 430
2020
Q3 		$1.09M Buy
4,728
+849
+22% +$185K 0.06% 293
2020
Q2 		$747K Buy
3,879
+258
+7% +$46.5K 0.05% 336
2020
Q1 		$555K Sell
3,621
-549
-13% -$99.1K 0.05% 358
2019
Q4 		$811K Sell
4,170
-66
-2% -$12.6K 0.07% 275
2019
Q3 		$777K Sell
4,236
-243
-5% -$41.3K 0.08% 272
2019
Q2 		$685K Sell
4,479
-159
-3% -$23.8K 0.08% 277
2019
Q1 		$667K Buy
4,638
+123
+3% +$17.1K 0.08% 262
2018
Q4 		$593K Sell
4,515
-729
-14% -$98.3K 0.08% 257
2018
Q3 		$797K Sell
5,244
-12
-0.2% -$1.78K 0.09% 228
2018
Q2 		$716K Buy
5,256
+1,338
+34% +$173K 0.09% 230
2018
Q1 		$514K Sell
3,918
-429
-10% -$58.5K 0.07% 304
2017
Q4 		$595K Sell
4,347
-249
-5% -$32.7K 0.08% 273
2017
Q3 		$550K Buy
4,596
+864
+23% +$99.1K 0.09% 241
2017
Q2 		$438K Buy
3,732
+111
+3% +$12.4K 0.08% 275
2017
Q1 		$376K Sell
3,621
-852
-19% -$85.8K 0.08% 286
2016
Q4 		$403K Buy
4,473
+384
+9% +$33.9K 0.08% 273
2016
Q3 		$379K Sell
4,089
-387
-9% -$37.5K 0.07% 331
2016
Q2 		$439K Buy
4,476
+243
+6% +$23.7K 0.09% 280
2016
Q1 		$402K Buy
+4,233
New +$370K 0.09% 271
2015
Q3 		– Sell
-2,685
Closed -$247K – 602
2015
Q2 		$247K Sell
2,685
-255
-9% -$24.2K 0.06% 386
2015
Q1 		$279K Sell
2,940
-39
-1% -$3.63K 0.07% 381
2014
Q4 		$261 Sell
2,979
-96
-3% -$7.56K 0.01% 1214
2014
Q3 		$224K Sell
3,075
-3,006
-49% -$213K 0.06% 470
2014
Q2 		$209K Buy
6,081
+2,982
+96% +$199K 0.05% 435
2014
Q1 		$204K Buy
+3,099
New +$200K 0.06% 380

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

B. Riley Wealth Advisors's SHW Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 28% in Q2 2026, selling an estimated $191K and leaving 1,503 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #461.

B. Riley Wealth Advisors first reported a position in SHW in Q1 2014 and has held it in 47 quarters since. The position peaked at $3.86M in Q4 2023. 368 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • B. Riley Wealth Advisors held 1,503 shares of Sherwin-Williams worth $518K as of Q2 2026.
  • B. Riley Wealth Advisors sold 598 Sherwin-Williams shares in Q2 2026, an estimated $191K.
  • Sherwin-Williams made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #461 holding.
  • B. Riley Wealth Advisors first reported a position in Sherwin-Williams in Q1 2014 and has held it in 47 quarters since.
  • B. Riley Wealth Advisors's Sherwin-Williams position peaked at $3.86M in Q4 2023.
  • 368 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.