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Bell Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Bell Investment 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 		$19.3K Sell
56
-1
-2% -$319 ﹤0.01% 481
2026
Q1 		$18.3K Sell
57
-28
-33% -$9.64K ﹤0.01% 465
2025
Q4 		$27.5K Buy
85
+19
+29% +$6.36K ﹤0.01% 356
2025
Q3 		$22.9K Hold
66
– – ﹤0.01% 378
2025
Q2 		$22.7K Buy
66
+5
+8% +$1.73K ﹤0.01% 394
2025
Q1 		$21.3K Buy
61
+1
+2% +$351 ﹤0.01% 369
2024
Q4 		$20.4K Sell
60
-2
-3% -$746 ﹤0.01% 382
2024
Q3 		$23.7K Buy
62
+3
+5% +$1.05K ﹤0.01% 357
2024
Q2 		$17.6K Sell
59
-4
-6% -$1.24K ﹤0.01% 423
2024
Q1 		$21.9K Buy
63
+4
+7% +$1.27K ﹤0.01% 361
2023
Q4 		$18.4K Buy
59
+1
+2% +$269 ﹤0.01% 372
2023
Q3 		$14.8K Sell
58
-15
-21% -$4.01K ﹤0.01% 383
2023
Q2 		$19.4K Buy
73
+4
+6% +$942 ﹤0.01% 321
2023
Q1 		$15.5K Sell
69
-17
-20% -$3.89K ﹤0.01% 356
2022
Q4 		$20.4K Buy
86
+52
+153% +$12K 0.01% 298
2022
Q3 		$7K Sell
34
-70
-67% -$16.6K ﹤0.01% 548
2022
Q2 		$23K Buy
+104
New +$26.7K 0.01% 241
2021
Q4 		$25K Sell
70
-21
-23% -$6.79K 0.01% 269
2021
Q3 		$25K Buy
+91
New +$26.6K 0.01% 242

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

Bell Investment Advisors's SHW Position: Q2 2026 in Review

Bell Investment Advisors reduced its Sherwin-Williams (SHW) stake by 1.8% in Q2 2026, selling an estimated $319 and leaving 56 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Bell Investment Advisors first reported a position in SHW in Q3 2021 and has held it in 19 quarters since. The position peaked at $27.5K in Q4 2025. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Bell Investment Advisors held 56 shares of Sherwin-Williams worth $19.3K as of Q2 2026.
  • Bell Investment Advisors sold 1 Sherwin-Williams share in Q2 2026, an estimated $319.
  • Sherwin-Williams made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #481 holding.
  • Bell Investment Advisors first reported a position in Sherwin-Williams in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Sherwin-Williams position peaked at $27.5K in Q4 2025.
  • 1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.