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Basecamp Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Basecamp 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 		$207K Sell
601
-30
-5% -$9.58K 0.04% 258
2026
Q1 		$202K Sell
631
-4
-0.6% -$1.38K 0.04% 258
2025
Q4 		$206K Buy
+635
New +$212K 0.04% 237

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

Basecamp Wealth Advisors's SHW Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 4.8% in Q2 2026, selling an estimated $9.58K and leaving 601 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #258.

Basecamp Wealth Advisors first reported a position in SHW in Q4 2025 and has held it in 3 quarters since. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Basecamp Wealth Advisors held 601 shares of Sherwin-Williams worth $207K as of Q2 2026.
  • Basecamp Wealth Advisors sold 30 Sherwin-Williams shares in Q2 2026, an estimated $9.58K.
  • Sherwin-Williams made up 0.04% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #258 holding.
  • Basecamp Wealth Advisors first reported a position in Sherwin-Williams in Q4 2025 and has held it in 3 quarters since.
  • 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.