Covestor
SHW icon

Covestor’s Sherwin-Williams SHW Stock Holding History

Covestor’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
Q3 		$18K Hold
55
– – 0.01% 1160
2026
Q2 		$19K Hold
55
– – 0.01% 1199
2026
Q1 		$18K Sell
55
-114
-67% -$39.2K 0.01% 1159
2025
Q4 		$55K Hold
169
– – 0.03% 876
2025
Q3 		$59K Sell
169
-8
-5% -$2.82K 0.03% 838
2025
Q2 		$61K Buy
177
+4
+2% +$1.39K 0.04% 812
2025
Q1 		$61K Buy
173
+1
+0.6% +$351 0.04% 761
2024
Q4 		$58K Buy
172
+9
+6% +$3.36K 0.04% 797
2024
Q3 		$63K Sell
163
-1
-0.6% -$349 0.04% 781
2024
Q2 		$49K Buy
164
+1
+0.6% +$309 0.03% 869
2024
Q1 		$57K Sell
163
-3
-2% -$956 0.04% 833
2023
Q4 		$52K Buy
166
+22
+15% +$5.92K 0.04% 834
2023
Q3 		$37K Buy
144
+2
+1% +$535 0.03% 888
2023
Q2 		$38K Buy
142
+45
+46% +$10.6K 0.03% 894
2023
Q1 		$22K Sell
97
-1
-1% -$229 0.02% 975
2022
Q4 		$23K Hold
98
– – 0.02% 993
2022
Q3 		$20K Hold
98
– – 0.02% 990
2022
Q2 		$22K Sell
98
-324
-77% -$83.1K 0.02% 961
2022
Q1 		$105K Buy
422
+172
+69% +$47.5K 0.07% 475
2021
Q4 		$88K Buy
+250
New +$80.8K 0.12% 225

Other funds holding SHW

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Covestor's SHW Position: Q3 2026 in Review

Covestor held its Sherwin-Williams (SHW) position steady in Q3 2026 at 55 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #1160.

Covestor first reported a position in SHW in Q4 2021 and has held it in 20 quarters since. The position peaked at $105K in Q1 2022. 1,121 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Covestor held 55 shares of Sherwin-Williams worth $18K as of Q3 2026.
  • Covestor left its Sherwin-Williams share count unchanged in Q3 2026.
  • Sherwin-Williams made up 0.01% of Covestor's portfolio in Q3 2026, its #1160 holding.
  • Covestor first reported a position in Sherwin-Williams in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Sherwin-Williams position peaked at $105K in Q1 2022.
  • 1,121 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.