FCAG
SHW icon

First Capital Advisors Group’s Sherwin-Williams SHW Stock Holding History

First Capital Advisors Group’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
2023
Q2 		$36.6K Buy
+138
New +$32.5K 0.02% 335
2018
Q2 		– Sell
-69
Closed -$9K – 662
2018
Q1 		$9K Buy
+69
New +$9.41K 0.01% 559

Other funds holding SHW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

First Capital Advisors Group's SHW Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Sherwin-Williams (SHW) in Q2 2023: 138 shares worth $36.6K. The stake represents 0.02% of the portfolio and ranks #335 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in SHW as recently as Q1 2018.

First Capital Advisors Group first reported a position in SHW in Q1 2018 and has held it in 2 quarters since. 1,360 funds tracked by Wall St. Rank hold SHW as of Q2 2023.

  • First Capital Advisors Group held 138 shares of Sherwin-Williams worth $36.6K as of Q2 2023.
  • Sherwin-Williams was a new First Capital Advisors Group position in Q2 2023.
  • Sherwin-Williams made up 0.02% of First Capital Advisors Group's portfolio in Q2 2023, its #335 holding.
  • First Capital Advisors Group first reported a position in Sherwin-Williams in Q1 2018 and has held it in 2 quarters since.
  • 1,360 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.