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Beacon Pointe Advisors’s Sherwin-Williams SHW Stock Holding History

Beacon Pointe 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 		$2.44M Sell
7,092
-2,805
-28% -$896K 0.01% 697
2026
Q1 		$3.17M Buy
9,897
+3,919
+66% +$1.35M 0.02% 607
2025
Q4 		$1.94M Sell
5,978
-201
-3% -$67.2K 0.01% 617
2025
Q3 		$2.14M Sell
6,179
-519
-8% -$183K 0.02% 531
2025
Q2 		$2.3M Buy
6,698
+819
+14% +$284K 0.02% 464
2025
Q1 		$2.05M Buy
5,879
+177
+3% +$62.1K 0.02% 459
2024
Q4 		$1.94M Sell
5,702
-567
-9% -$212K 0.02% 467
2024
Q3 		$2.39M Sell
6,269
-17,962
-74% -$6.27M 0.03% 432
2024
Q2 		$7.23M Buy
24,231
+830
+4% +$257K 0.09% 207
2024
Q1 		$8.13M Sell
23,401
-1,149
-5% -$366K 0.09% 200
2023
Q4 		$7.66M Buy
24,550
+2,342
+11% +$630K 0.09% 200
2023
Q3 		$5.66M Buy
22,208
+12,608
+131% +$3.38M 0.07% 242
2023
Q2 		$2.55M Buy
9,600
+735
+8% +$173K 0.04% 333
2023
Q1 		$1.99M Buy
8,865
+2,455
+38% +$562K 0.03% 394
2022
Q4 		$1.52M Buy
6,410
+2,412
+60% +$558K 0.03% 421
2022
Q3 		$814K Sell
3,998
-236
-6% -$55.9K 0.02% 513
2022
Q2 		$946K Sell
4,234
-15,095
-78% -$3.87M 0.02% 476
2022
Q1 		$4.83M Buy
19,329
+14,200
+277% +$3.92M 0.07% 258
2021
Q4 		$1.81M Buy
5,129
+1,502
+41% +$485K 0.05% 271
2021
Q3 		$1.01M Sell
3,627
-2,782
-43% -$814K 0.03% 405
2021
Q2 		$1.75M Buy
6,409
+4,378
+216% +$1.2M 0.06% 240
2021
Q1 		$498K Buy
2,031
+576
+40% +$137K 0.03% 300
2020
Q4 		$357K Buy
1,455
+294
+25% +$69.7K 0.02% 333
2020
Q3 		$271K Buy
1,161
+99
+9% +$21.6K 0.03% 313
2020
Q2 		$206K Buy
+1,062
New +$191K 0.02% 368

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

Beacon Pointe Advisors's SHW Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Sherwin-Williams (SHW) stake by 28% in Q2 2026, selling an estimated $896K and leaving 7,092 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #697.

Beacon Pointe Advisors first reported a position in SHW in Q2 2020 and has held it in 25 quarters since. The position peaked at $8.13M in Q1 2024. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Beacon Pointe Advisors held 7,092 shares of Sherwin-Williams worth $2.44M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,805 Sherwin-Williams shares in Q2 2026, an estimated $896K.
  • Sherwin-Williams made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #697 holding.
  • Beacon Pointe Advisors first reported a position in Sherwin-Williams in Q2 2020 and has held it in 25 quarters since.
  • Beacon Pointe Advisors's Sherwin-Williams position peaked at $8.13M in Q1 2024.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.