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Foundations Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Foundations Investment 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
Q2 		$617K Buy
1,793
+75
+4% +$24K 0.01% 716
2026
Q1 		$551K Sell
1,718
-14
-0.8% -$4.82K 0.01% 685
2025
Q4 		$561K Sell
1,732
-36
-2% -$12K 0.01% 684
2025
Q3 		$612K Sell
1,768
-316
-15% -$111K 0.01% 602
2025
Q2 		$715K Buy
2,084
+10
+0.5% +$3.46K 0.01% 502
2025
Q1 		$724K Buy
2,074
+97
+5% +$34K 0.01% 481
2024
Q4 		$672K Buy
1,977
+55
+3% +$20.5K 0.01% 478
2024
Q3 		$733K Buy
1,922
+2
+0.1% +$698 0.02% 423
2024
Q2 		$573K Buy
1,920
+883
+85% +$273K 0.01% 468
2024
Q1 		$360K Sell
1,037
-23
-2% -$7.33K 0.01% 537
2023
Q4 		$328K Buy
1,060
+168
+19% +$45.2K 0.01% 528
2023
Q3 		$228K Sell
892
-17
-2% -$4.55K 0.01% 576
2023
Q2 		$241K Buy
+909
New +$214K 0.01% 511
2023
Q1 		– Sell
-914
Closed -$217K – 534
2022
Q4 		$217K Buy
+914
New +$211K 0.01% 397

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

Foundations Investment Advisors's SHW Position: Q2 2026 in Review

Foundations Investment Advisors increased its Sherwin-Williams (SHW) stake by 4.4% in Q2 2026, buying an estimated $24K and bringing the position to 1,793 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #716.

Foundations Investment Advisors first reported a position in SHW in Q4 2022 and has held it in 14 quarters since. The position peaked at $733K in Q3 2024. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Foundations Investment Advisors held 1,793 shares of Sherwin-Williams worth $617K as of Q2 2026.
  • Foundations Investment Advisors bought 75 Sherwin-Williams shares in Q2 2026, an estimated $24K.
  • Sherwin-Williams made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #716 holding.
  • Foundations Investment Advisors first reported a position in Sherwin-Williams in Q4 2022 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Sherwin-Williams position peaked at $733K in Q3 2024.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.