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Diversify Advisory Services’s Sherwin-Williams SHW Stock Holding History

Diversify Advisory Services’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 		– Sell
-1,190
Closed -$426K – 740
2025
Q4 		$426K Sell
1,190
-91
-7% -$30.4K 0.01% 655
2025
Q3 		$443K Sell
1,281
-67
-5% -$23.6K 0.01% 602
2025
Q2 		$483K Buy
1,348
+68
+5% +$23.6K 0.02% 544
2025
Q1 		$446K Buy
1,280
+559
+78% +$196K 0.03% 383
2024
Q4 		$238K Sell
721
-451
-38% -$168K 0.01% 541
2024
Q3 		$424K Sell
1,172
-1,026
-47% -$358K 0.02% 404
2024
Q2 		$657K Sell
2,198
-1,149
-34% -$355K 0.04% 324
2024
Q1 		$1.13M Buy
+3,347
New +$1.07M 0.07% 229

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

Diversify Advisory Services's SHW Position: Q1 2026 in Review

Diversify Advisory Services sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 1,190 shares — an estimated $426K sold.

Diversify Advisory Services first reported a position in SHW in Q1 2024 and held it in 8 quarters. The position peaked at $1.13M in Q1 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Diversify Advisory Services reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 1,190 Sherwin-Williams shares in Q1 2026, an estimated $426K.
  • Diversify Advisory Services first reported a position in Sherwin-Williams in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Sherwin-Williams position peaked at $1.13M in Q1 2024.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.