GWANC
SHW icon

Guardian Wealth Advisors (North Carolina)’s Sherwin-Williams SHW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$205K Buy
+595
New +$190K 0.01% 372
2022
Q1 		– Sell
-882
Closed -$311K – 281
2021
Q4 		$311K Buy
+882
New +$285K 0.13% 115

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s SHW Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Sherwin-Williams (SHW) in Q2 2026: 595 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in SHW as recently as Q4 2021.

Guardian Wealth Advisors (North Carolina) first reported a position in SHW in Q4 2021 and has held it in 2 quarters since. The position peaked at $311K in Q4 2021. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 595 shares of Sherwin-Williams worth $205K as of Q2 2026.
  • Sherwin-Williams was a new Guardian Wealth Advisors (North Carolina) position in Q2 2026.
  • Sherwin-Williams made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #372 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Sherwin-Williams in Q4 2021 and has held it in 2 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Sherwin-Williams position peaked at $311K in Q4 2021.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.