Ellevest Inc
SHW icon

Ellevest Inc’s Sherwin-Williams SHW Stock Holding History

Ellevest Inc’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 		$284K Sell
887
-113
-11% -$38.2K 0.03% 350
2026
Q2 		$341K Buy
1,000
+332
+50% +$106K 0.04% 330
2026
Q1 		$214K Sell
668
-161
-19% -$55.4K 0.03% 405
2025
Q4 		$269K Sell
829
-92
-10% -$30.8K 0.04% 347
2025
Q3 		$319K Buy
+921
New +$325K 0.05% 313
2023
Q2 		– Sell
-173
Closed -$38.9K – 1412
2023
Q1 		$38.9K Sell
173
-10
-5% -$2.29K ﹤0.01% 669
2022
Q4 		$43.4K Hold
183
– – ﹤0.01% 647
2022
Q3 		$37K Sell
183
-147
-45% -$34.8K ﹤0.01% 663
2022
Q2 		$74K Buy
330
+175
+113% +$44.9K 0.01% 476
2022
Q1 		$39K Buy
155
+6
+4% +$1.66K ﹤0.01% 597
2021
Q4 		$52K Sell
149
-16
-10% -$5.17K ﹤0.01% 504
2021
Q3 		$46K Sell
165
-12
-7% -$3.51K ﹤0.01% 505
2021
Q2 		$48K Sell
177
-12
-6% -$3.29K ﹤0.01% 483
2021
Q1 		$46K Buy
189
+15
+9% +$3.57K 0.01% 498
2020
Q4 		$43K Buy
174
+93
+115% +$22.1K 0.01% 496
2020
Q3 		$19K Sell
81
-525
-87% -$115K ﹤0.01% 532
2020
Q2 		$117K Buy
606
+261
+76% +$47.1K 0.03% 175
2020
Q1 		$53K Buy
345
+129
+60% +$23.3K 0.01% 218
2019
Q4 		$42K Buy
216
+183
+555% +$34.9K 0.01% 229
2019
Q3 		$6K Buy
33
+6
+22% +$1.02K ﹤0.01% 264
2019
Q2 		$4K Buy
+27
New +$4.04K ﹤0.01% 310

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

Ellevest Inc's SHW Position: Q3 2026 in Review

Ellevest Inc reduced its Sherwin-Williams (SHW) stake by 11% in Q3 2026, selling an estimated $38.2K and leaving 887 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #350.

Ellevest Inc first reported a position in SHW in Q2 2019 and has held it in 21 quarters since. The position peaked at $341K in Q2 2026. 1,121 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Ellevest Inc held 887 shares of Sherwin-Williams worth $284K as of Q3 2026.
  • Ellevest Inc sold 113 Sherwin-Williams shares in Q3 2026, an estimated $38.2K.
  • Sherwin-Williams made up 0.03% of Ellevest Inc's portfolio in Q3 2026, its #350 holding.
  • Ellevest Inc first reported a position in Sherwin-Williams in Q2 2019 and has held it in 21 quarters since.
  • Ellevest Inc's Sherwin-Williams position peaked at $341K in Q2 2026.
  • 1,121 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Ellevest Inc's 13F filing for Q3 2026, filed 10 Nov 2026.