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
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 $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

EverSource Wealth Advisors's SHW Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 1.4% in Q1 2026, selling an estimated $9.64K and leaving 2,024 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #502.

EverSource Wealth Advisors first reported a position in SHW in Q4 2021 and has held it in 18 quarters since. The position peaked at $824K in Q1 2025. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • EverSource Wealth Advisors held 2,024 shares of Sherwin-Williams worth $649K as of Q1 2026.
  • EverSource Wealth Advisors sold 28 Sherwin-Williams shares in Q1 2026, an estimated $9.64K.
  • Sherwin-Williams made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #502 holding.
  • EverSource Wealth Advisors first reported a position in Sherwin-Williams in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Sherwin-Williams position peaked at $824K in Q1 2025.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.