Envestnet Portfolio Solutions
SHW icon

Envestnet Portfolio Solutions’s Sherwin-Williams SHW Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$1.29M Sell
3,742
-883
-19% -$282K 0.01% 608
2026
Q1 		$1.48M Sell
4,625
-3,931
-46% -$1.35M 0.01% 524
2025
Q4 		$2.77M Sell
8,556
-460
-5% -$154K 0.01% 478
2025
Q3 		$3.12M Sell
9,016
-2,561
-22% -$903K 0.01% 434
2025
Q2 		$3.97M Sell
11,577
-1,017
-8% -$352K 0.01% 411
2025
Q1 		$4.4M Sell
12,594
-8,698
-41% -$3.05M 0.02% 392
2024
Q4 		$7.24M Buy
21,292
+718
+3% +$268K 0.02% 317
2024
Q3 		$7.85M Buy
20,574
+2,162
+12% +$754K 0.03% 295
2024
Q2 		$5.49M Buy
18,412
+1,330
+8% +$411K 0.02% 347
2024
Q1 		$5.93M Buy
17,082
+346
+2% +$110K 0.02% 337
2023
Q4 		$5.22M Buy
16,736
+1
+0% +$269 0.02% 316
2023
Q3 		$4.27M Buy
+16,735
New +$4.48M 0.02% 353

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envestnet Portfolio Solutions's SHW Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Sherwin-Williams (SHW) stake by 19% in Q2 2026, selling an estimated $282K and leaving 3,742 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #608.

Envestnet Portfolio Solutions first reported a position in SHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.85M in Q3 2024. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,742 shares of Sherwin-Williams worth $1.29M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 883 Sherwin-Williams shares in Q2 2026, an estimated $282K.
  • Sherwin-Williams made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #608 holding.
  • Envestnet Portfolio Solutions first reported a position in Sherwin-Williams in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Sherwin-Williams position peaked at $7.85M in Q3 2024.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.