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Exencial Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Exencial 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
2025
Q1 		– Sell
-1,400
Closed -$476K – 516
2024
Q4 		$476K Buy
+1,400
New +$523K 0.02% 369
2024
Q3 		– Hold
0
– – – 348

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

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

Exencial Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 2.5% in Q1 2026, selling an estimated $39.2K and leaving 4,407 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #254.

Exencial Wealth Advisors first reported a position in SHW in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.23M in Q3 2020. 1,691 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Exencial Wealth Advisors held 4,407 shares of Sherwin-Williams worth $1.41M as of Q1 2026.
  • Exencial Wealth Advisors sold 114 Sherwin-Williams shares in Q1 2026, an estimated $39.2K.
  • Sherwin-Williams made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #254 holding.
  • Exencial Wealth Advisors first reported a position in Sherwin-Williams in Q4 2018 and has held it in 30 quarters since.
  • Exencial Wealth Advisors's Sherwin-Williams position peaked at $6.23M in Q3 2020.
  • 1,691 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.