Elevated Capital Advisors
SHW icon

Elevated Capital Advisors’s Sherwin-Williams SHW Stock Holding History

Elevated Capital 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
Q3 		$1.94K Hold
6
– – ﹤0.01% 677
2026
Q2 		$2.07K Hold
6
– – ﹤0.01% 665
2026
Q1 		$1.92K Hold
6
– – ﹤0.01% 662
2025
Q4 		$1.94K Buy
+6
New +$2.01K ﹤0.01% 630
2022
Q4 		– Sell
-1,082
Closed -$222K – 170
2022
Q3 		$222K Buy
+1,082
New +$256K 0.09% 143
2022
Q1 		$277K Buy
+1,108
New +$306K 0.09% 155
2021
Q3 		$305K Buy
+1,091
New +$319K 0.11% 147

Other funds holding SHW

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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Elevated Capital Advisors's SHW Position: Q3 2026 in Review

Elevated Capital Advisors held its Sherwin-Williams (SHW) position steady in Q3 2026 at 6 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Elevated Capital Advisors first reported a position in SHW in Q3 2021 and has held it in 7 quarters since. The position peaked at $305K in Q3 2021. 947 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Elevated Capital Advisors held 6 shares of Sherwin-Williams worth $1.94K as of Q3 2026.
  • Elevated Capital Advisors left its Sherwin-Williams share count unchanged in Q3 2026.
  • Sherwin-Williams made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #677 holding.
  • Elevated Capital Advisors first reported a position in Sherwin-Williams in Q3 2021 and has held it in 7 quarters since.
  • Elevated Capital Advisors's Sherwin-Williams position peaked at $305K in Q3 2021.
  • 947 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.