EW
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Evoke Wealth’s Sherwin-Williams SHW Stock Holding History

Evoke Wealth’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 		– Sell
-9,700
Closed -$3.11M – 534
2026
Q1 		$3.11M Sell
9,700
-4,107
-30% -$1.41M 0.06% 125
2025
Q4 		$4.47M Sell
13,807
-83
-0.6% -$27.8K 0.08% 102
2025
Q3 		$4.81M Sell
13,890
-947
-6% -$334K 0.1% 90
2025
Q2 		$5.09M Sell
14,837
-919
-6% -$318K 0.12% 81
2025
Q1 		$5.5M Sell
15,756
-1,674
-10% -$587K 0.14% 67
2024
Q4 		$5.92M Sell
17,430
-758
-4% -$283K 0.16% 65
2024
Q3 		$6.94M Buy
+18,188
New +$6.35M 0.19% 59
2024
Q2 		– Sell
-18,162
Closed -$6.31M – 337
2024
Q1 		$6.31M Buy
18,162
+17,037
+1,514% +$5.43M 0.19% 60
2023
Q4 		$351K Sell
1,125
-17,019
-94% -$4.58M 0.57% 42
2023
Q3 		$4.63M Sell
18,144
-57
-0.3% -$15.3K 0.16% 68
2023
Q2 		$4.83M Buy
18,201
+991
+6% +$233K 0.17% 60
2023
Q1 		$3.87M Sell
17,210
-457
-3% -$105K 0.14% 74
2022
Q4 		$4.19M Sell
17,667
-236
-1% -$54.6K 0.15% 73
2022
Q3 		$3.67M Sell
17,903
-530
-3% -$126K 0.15% 69
2022
Q2 		$4.13M Sell
18,433
-7,040
-28% -$1.81M 0.15% 71
2022
Q1 		$6.36M Sell
25,473
-377
-1% -$104K 0.21% 60
2021
Q4 		$9.1M Sell
25,850
-135
-0.5% -$43.6K 0.29% 45
2021
Q3 		$7.27M Sell
25,985
-436
-2% -$128K 0.27% 44
2021
Q2 		$7.2M Buy
26,421
+168
+0.6% +$46K 0.27% 47
2021
Q1 		$6.46M Buy
26,253
+26,193
+43,655% +$6.24M 0.29% 46
2020
Q4 		$15K Hold
60
– – ﹤0.01% 529
2020
Q3 		$14K Hold
60
– – ﹤0.01% 522
2020
Q2 		$12K Sell
60
-6
-9% -$1.08K ﹤0.01% 531
2020
Q1 		$10.1K Sell
66
-24
-27% -$4.33K ﹤0.01% 505
2019
Q4 		$17.5K Hold
90
– – ﹤0.01% 621
2019
Q3 		$16.5K Buy
+90
New +$15.3K ﹤0.01% 705

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

Evoke Wealth's SHW Position: Q2 2026 in Review

Evoke Wealth sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 9,700 shares — an estimated $3.11M sold.

Evoke Wealth first reported a position in SHW in Q3 2019 and held it in 26 quarters. The position peaked at $9.1M in Q4 2021. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Evoke Wealth reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 9,700 Sherwin-Williams shares in Q2 2026, an estimated $3.11M.
  • Evoke Wealth first reported a position in Sherwin-Williams in Q3 2019 and held it in 26 quarters.
  • Evoke Wealth's Sherwin-Williams position peaked at $9.1M in Q4 2021.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.