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Excelsior Advisor Network’s Sherwin-Williams SHW Stock Holding History

Excelsior Advisor Network’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 		$1.36M Buy
3,946
+2,844
+258% +$909K 0.18% 125
2026
Q1 		$353K Sell
1,102
-27
-2% -$9.29K 0.13% 142
2025
Q4 		$366K Buy
+1,129
New +$378K 0.18% 109

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

Excelsior Advisor Network's SHW Position: Q2 2026 in Review

Excelsior Advisor Network increased its Sherwin-Williams (SHW) stake by 258% in Q2 2026, buying an estimated $909K and bringing the position to 3,946 shares worth $1.36M. The position accounts for 0.18% of the portfolio, ranked #125.

Excelsior Advisor Network first reported a position in SHW in Q4 2025 and has held it in 3 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Excelsior Advisor Network held 3,946 shares of Sherwin-Williams worth $1.36M as of Q2 2026.
  • Excelsior Advisor Network bought 2,844 Sherwin-Williams shares in Q2 2026, an estimated $909K.
  • Sherwin-Williams made up 0.18% of Excelsior Advisor Network's portfolio in Q2 2026, its #125 holding.
  • Excelsior Advisor Network first reported a position in Sherwin-Williams in Q4 2025 and has held it in 3 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.