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Cary Street Partners Investment Advisory’s Sherwin-Williams SHW Stock Holding History

Cary Street Partners Investment Advisory’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 		$444K Sell
1,289
-56
-4% -$17.9K 0.09% 223
2026
Q1 		$431K Sell
1,345
-445
-25% -$153K 0.11% 202
2025
Q4 		$580K Buy
1,790
+44
+3% +$14.7K 0.16% 146
2025
Q3 		$605K Buy
1,746
+66
+4% +$23.3K 0.25% 86
2025
Q2 		$577K Buy
1,680
+32
+2% +$11.1K 0.28% 83
2025
Q1 		$576K Buy
1,648
+106
+7% +$37.2K 0.33% 66
2024
Q4 		$524K Sell
1,542
-988
-39% -$369K 0.34% 69
2024
Q3 		$966K Sell
2,530
-65
-3% -$22.7K 0.04% 373
2024
Q2 		$775K Buy
2,595
+238
+10% +$73.6K 0.03% 376
2024
Q1 		$819K Buy
2,357
+200
+9% +$63.7K 0.03% 367
2023
Q4 		$673K Buy
2,157
+1,305
+153% +$351K 0.03% 372
2023
Q3 		$217K Sell
852
-94
-10% -$25.2K 0.01% 535
2023
Q2 		$251K Sell
946
-86
-8% -$20.2K 0.02% 463
2023
Q1 		$232K Buy
1,032
+19
+2% +$4.35K 0.02% 447
2022
Q4 		$240K Buy
1,013
+18
+2% +$4.16K 0.02% 437
2022
Q3 		$204K Buy
995
+59
+6% +$14K 0.02% 446
2022
Q2 		$210K Buy
936
+69
+8% +$17.7K 0.02% 413
2022
Q1 		$216K Buy
867
+32
+4% +$8.84K 0.06% 254
2021
Q4 		$294K Sell
835
-361
-30% -$117K 0.08% 214
2021
Q3 		$335K Buy
1,196
+20
+2% +$5.85K 0.11% 174
2021
Q2 		$320K Sell
1,176
-72
-6% -$19.7K 0.1% 183
2021
Q1 		$307K Sell
1,248
-150
-11% -$35.7K 0.13% 161
2020
Q4 		$342K Buy
1,398
+936
+203% +$222K 0.07% 236
2020
Q3 		$107K Buy
+462
New +$101K 0.02% 365

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's SHW Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Sherwin-Williams (SHW) stake by 4.2% in Q2 2026, selling an estimated $17.9K and leaving 1,289 shares worth $444K. The position accounts for 0.09% of the portfolio, ranked #223.

Cary Street Partners Investment Advisory first reported a position in SHW in Q3 2020 and has held it in 24 quarters since. The position peaked at $966K in Q3 2024. 1,204 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,289 shares of Sherwin-Williams worth $444K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 56 Sherwin-Williams shares in Q2 2026, an estimated $17.9K.
  • Sherwin-Williams made up 0.09% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #223 holding.
  • Cary Street Partners Investment Advisory first reported a position in Sherwin-Williams in Q3 2020 and has held it in 24 quarters since.
  • Cary Street Partners Investment Advisory's Sherwin-Williams position peaked at $966K in Q3 2024.
  • 1,204 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.