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

Concurrent 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
2024
Q1 		– Sell
-600
Closed -$187K – 988
2023
Q4 		$187K Buy
+600
New +$161K 0.01% 780

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

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

Concurrent Investment Advisors reduced its Sherwin-Williams (SHW) stake by 18% in Q2 2026, selling an estimated $834K and leaving 11,882 shares worth $4.09M. The position accounts for 0.03% of the portfolio, ranked #494.

Concurrent Investment Advisors first reported a position in SHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.62M in Q4 2025. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Concurrent Investment Advisors held 11,882 shares of Sherwin-Williams worth $4.09M as of Q2 2026.
  • Concurrent Investment Advisors sold 2,611 Sherwin-Williams shares in Q2 2026, an estimated $834K.
  • Sherwin-Williams made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #494 holding.
  • Concurrent Investment Advisors first reported a position in Sherwin-Williams in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's Sherwin-Williams position peaked at $5.62M in Q4 2025.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.