EWA
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EverSource Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

EverSource Wealth 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
Q2 		$519K Sell
1,508
-516
-25% -$165K 0.02% 549
2026
Q1 		$649K Sell
2,024
-28
-1% -$9.64K 0.02% 502
2025
Q4 		$665K Sell
2,052
-258
-11% -$86.3K 0.02% 445
2025
Q3 		$800K Buy
2,310
+82
+4% +$28.9K 0.03% 365
2025
Q2 		$765K Sell
2,228
-133
-6% -$46.1K 0.03% 342
2025
Q1 		$824K Buy
2,361
+273
+13% +$95.8K 0.05% 281
2024
Q4 		$710K Buy
2,088
+302
+17% +$113K 0.04% 300
2024
Q3 		$682K Buy
1,786
+110
+7% +$38.4K 0.04% 280
2024
Q2 		$588K Buy
1,676
+767
+84% +$237K 0.04% 285
2024
Q1 		$272K Sell
909
-280
-24% -$89.2K 0.02% 404
2023
Q4 		$371K Buy
1,189
+385
+48% +$104K 0.03% 296
2023
Q3 		$205K Buy
804
+4
+0.5% +$1.07K 0.02% 391
2023
Q2 		$212K Buy
800
+174
+28% +$41K 0.02% 385
2023
Q1 		$141K Buy
626
+30
+5% +$6.87K 0.02% 452
2022
Q4 		$142K Sell
596
-275
-32% -$63.6K 0.02% 421
2022
Q3 		$178K Sell
871
-263
-23% -$62.3K 0.04% 316
2022
Q2 		$254K Buy
1,134
+217
+24% +$55.7K 0.07% 234
2022
Q1 		$229K Buy
917
+116
+14% +$32K 0.06% 241
2021
Q4 		$282K Buy
+801
New +$259K 0.08% 182

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

EverSource Wealth Advisors's SHW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 25% in Q2 2026, selling an estimated $165K and leaving 1,508 shares worth $519K. The position accounts for 0.02% of the portfolio, ranked #549.

EverSource Wealth Advisors first reported a position in SHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $824K in Q1 2025. 1,745 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • EverSource Wealth Advisors held 1,508 shares of Sherwin-Williams worth $519K as of Q2 2026.
  • EverSource Wealth Advisors sold 516 Sherwin-Williams shares in Q2 2026, an estimated $165K.
  • Sherwin-Williams made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #549 holding.
  • EverSource Wealth Advisors first reported a position in Sherwin-Williams in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Sherwin-Williams position peaked at $824K in Q1 2025.
  • 1,745 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.