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Coastal Bridge Advisors’s Sherwin-Williams SHW Stock Holding History

Coastal Bridge 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 		$835K Sell
2,425
-296
-11% -$94.6K 0.05% 246
2026
Q1 		$872K Buy
2,721
+114
+4% +$39.2K 0.06% 234
2025
Q4 		$845K Buy
2,607
+22
+0.9% +$7.36K 0.06% 237
2025
Q3 		$895K Buy
2,585
+245
+10% +$86.4K 0.07% 223
2025
Q2 		$803K Buy
2,340
+55
+2% +$19.1K 0.07% 229
2025
Q1 		$798K Buy
+2,285
New +$802K 0.07% 218

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Coastal Bridge Advisors's SHW Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Sherwin-Williams (SHW) stake by 11% in Q2 2026, selling an estimated $94.6K and leaving 2,425 shares worth $835K. The position accounts for 0.05% of the portfolio, ranked #246.

Coastal Bridge Advisors first reported a position in SHW in Q1 2025 and has held it in 6 quarters since. The position peaked at $895K in Q3 2025. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Coastal Bridge Advisors held 2,425 shares of Sherwin-Williams worth $835K as of Q2 2026.
  • Coastal Bridge Advisors sold 296 Sherwin-Williams shares in Q2 2026, an estimated $94.6K.
  • Sherwin-Williams made up 0.05% of Coastal Bridge Advisors's portfolio in Q2 2026, its #246 holding.
  • Coastal Bridge Advisors first reported a position in Sherwin-Williams in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Sherwin-Williams position peaked at $895K in Q3 2025.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.