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Clearstead Advisors’s Sherwin-Williams SHW Stock Holding History

Clearstead 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
Q1 		$7.3M Sell
22,760
-1,450
-6% -$499K 0.07% 190
2025
Q4 		$7.84M Buy
24,210
+207
+0.9% +$69.2K 0.1% 154
2025
Q3 		$8.31M Sell
24,003
-7,119
-23% -$2.51M 0.11% 154
2025
Q2 		$10.7M Sell
31,122
-1,103
-3% -$382K 0.15% 122
2025
Q1 		$11.3M Buy
32,225
+5,220
+19% +$1.83M 0.17% 116
2024
Q4 		$9.18M Sell
27,005
-1,064
-4% -$397K 0.14% 134
2024
Q3 		$10.7M Buy
28,069
+6,737
+32% +$2.35M 0.17% 125
2024
Q2 		$6.37M Buy
21,332
+6,367
+43% +$1.97M 0.11% 151
2024
Q1 		$4.73M Buy
14,965
+16
+0.1% +$5.1K 0.23% 84
2023
Q4 		$4.66M Sell
14,949
-15,047
-50% -$4.05M 0.25% 84
2023
Q3 		$7.65M Buy
29,996
+15,009
+100% +$4.02M 0.22% 91
2023
Q2 		$3.98M Buy
14,987
+1,344
+10% +$316K 0.24% 84
2023
Q1 		$3.07M Buy
13,643
+348
+3% +$79.6K 0.22% 91
2022
Q4 		$3.16M Sell
13,295
-62
-0.5% -$14.3K 0.25% 85
2022
Q3 		$2.73M Sell
13,357
-63
-0.5% -$14.9K 0.25% 82
2022
Q2 		$3M Buy
13,420
+1,005
+8% +$258K 0.23% 87
2022
Q1 		$3.1M Buy
12,415
+505
+4% +$139K 0.21% 90
2021
Q4 		$4.19M Buy
11,910
+4
+0% +$1.29K 0.29% 70
2021
Q3 		$3.33M Sell
11,906
-257
-2% -$75.2K 0.25% 80
2021
Q2 		$3.31M Sell
12,163
-8
-0.1% -$2.19K 0.26% 81
2021
Q1 		$2.99M Buy
12,171
+495
+4% +$118K 0.25% 81
2020
Q4 		$2.86M Sell
11,676
-33
-0.3% -$7.83K 0.26% 77
2020
Q3 		$2.72M Buy
11,709
+2,094
+22% +$457K 0.29% 70
2020
Q2 		$1.85M Sell
9,615
-24
-0.2% -$4.33K 0.21% 88
2020
Q1 		$1.48M Buy
9,639
+282
+3% +$50.9K 0.21% 92
2019
Q4 		$1.82M Buy
9,357
+852
+10% +$162K 0.22% 90
2019
Q3 		$1.56M Buy
8,505
+3
+0% +$510 0.21% 92
2019
Q2 		$1.3M Buy
8,502
+1,359
+19% +$203K 0.17% 102
2019
Q1 		$1.03M Buy
7,143
+51
+0.7% +$7.1K 0.14% 116
2018
Q4 		$930K Sell
7,092
-222
-3% -$29.9K 0.14% 118
2018
Q3 		$1.11M Sell
7,314
-18
-0.2% -$2.67K 0.15% 106
2018
Q2 		$996K Buy
7,332
+30
+0.4% +$3.88K 0.14% 104
2018
Q1 		$955K Buy
7,302
+1,551
+27% +$211K 0.14% 109
2017
Q4 		$786K Buy
5,751
+123
+2% +$16.2K 0.11% 121
2017
Q3 		$672K Sell
5,628
-42
-0.7% -$4.82K 0.09% 139
2017
Q2 		$663K Buy
5,670
+264
+5% +$29.5K 0.1% 124
2017
Q1 		$559K Sell
5,406
-843
-13% -$84.9K 0.08% 136
2016
Q4 		$560K Buy
+6,249
New +$552K 0.09% 126

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Clearstead Advisors's SHW Position: Q1 2026 in Review

Clearstead Advisors reduced its Sherwin-Williams (SHW) stake by 6% in Q1 2026, selling an estimated $499K and leaving 22,760 shares worth $7.3M. The position accounts for 0.07% of the portfolio, ranked #190.

Clearstead Advisors first reported a position in SHW in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.3M in Q1 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Clearstead Advisors held 22,760 shares of Sherwin-Williams worth $7.3M as of Q1 2026.
  • Clearstead Advisors sold 1,450 Sherwin-Williams shares in Q1 2026, an estimated $499K.
  • Sherwin-Williams made up 0.07% of Clearstead Advisors's portfolio in Q1 2026, its #190 holding.
  • Clearstead Advisors first reported a position in Sherwin-Williams in Q4 2016 and has held it in 38 quarters since.
  • Clearstead Advisors's Sherwin-Williams position peaked at $11.3M in Q1 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.