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Generate Investment Management’s Sherwin-Williams SHW Stock Holding History

Generate Investment Management’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
Q1 		– Sell
-22,367
Closed -$7.25M – 83
2025
Q4 		$7.25M Sell
22,367
-1,022
-4% -$342K 0.33% 63
2025
Q3 		$8.1M Buy
+23,389
New +$8.25M 0.41% 68

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Generate Investment Management's SHW Position: Q1 2026 in Review

Generate Investment Management sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 22,367 shares — an estimated $7.25M sold.

Generate Investment Management first reported a position in SHW in Q3 2025 and held it in 2 quarters. The position peaked at $8.1M in Q3 2025. 1,698 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Generate Investment Management reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • Generate Investment Management sold 22,367 Sherwin-Williams shares in Q1 2026, an estimated $7.25M.
  • Generate Investment Management first reported a position in Sherwin-Williams in Q3 2025 and held it in 2 quarters.
  • Generate Investment Management's Sherwin-Williams position peaked at $8.1M in Q3 2025.
  • 1,698 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Generate Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.