Corient Private Wealth
SHW icon

Corient Private Wealth’s Sherwin-Williams SHW Stock Holding History

Corient Private Wealth’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 		$46M Sell
143,723
-285,474
-67% -$98.3M 0.07% 251
2025
Q4 		$88.3M Buy
429,197
+299,016
+230% +$100M 0.06% 265
2025
Q3 		$45.1M Sell
130,181
-1,885
-1% -$665K 0.07% 247
2025
Q2 		$45.3M Sell
132,066
-7,934
-6% -$2.75M 0.06% 248
2025
Q1 		$48.9M Buy
140,000
+7,010
+5% +$2.46M 0.08% 225
2024
Q4 		$45.2M Sell
132,990
-8,056
-6% -$3.01M 0.08% 243
2024
Q3 		$53.8M Buy
141,046
+78
+0.1% +$27.2K 0.08% 226
2024
Q2 		$42.1M Buy
140,968
+2,381
+2% +$737K 0.07% 252
2024
Q1 		$48.1M Buy
138,587
+3,224
+2% +$1.03M 0.09% 223
2023
Q4 		$42.2M Buy
135,363
+42,879
+46% +$11.5M 0.08% 246
2023
Q3 		$23.6M Sell
92,484
-1,999
-2% -$535K 0.05% 311
2023
Q2 		$25.1M Sell
94,483
-2,327
-2% -$548K 0.06% 296
2023
Q1 		$21.8M Buy
96,810
+10,564
+12% +$2.42M 0.06% 288
2022
Q4 		$20.5M Buy
+86,246
New +$19.9M 0.07% 265

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

Corient Private Wealth's SHW Position: Q1 2026 in Review

Corient Private Wealth reduced its Sherwin-Williams (SHW) stake by 67% in Q1 2026, selling an estimated $98.3M and leaving 143,723 shares worth $46M. The position accounts for 0.07% of the portfolio, ranked #251.

Corient Private Wealth first reported a position in SHW in Q4 2022 and has held it in 14 quarters since. The position peaked at $88.3M in Q4 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Corient Private Wealth held 143,723 shares of Sherwin-Williams worth $46M as of Q1 2026.
  • Corient Private Wealth sold 285,474 Sherwin-Williams shares in Q1 2026, an estimated $98.3M.
  • Sherwin-Williams made up 0.07% of Corient Private Wealth's portfolio in Q1 2026, its #251 holding.
  • Corient Private Wealth first reported a position in Sherwin-Williams in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Sherwin-Williams position peaked at $88.3M in Q4 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.