Halbert Hargrove Global Advisors’s Sherwin-Williams SHW Stock Holding History

Halbert Hargrove Global 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	$1.3K	Buy	+4	New	+$1.28K	﹤0.01%	420
2025 Q4	–	Sell	-37	Closed	-$12.8K	–	688
2025 Q3	$12.8K	Buy	+37	New	+$13K	﹤0.01%	299
2025 Q2	–	Sell	-15	Closed	-$5.24K	–	594
2025 Q1	$5.24K	Buy	+15	New	+$5.26K	﹤0.01%	305
2020 Q1	–	Sell	-9,342	Closed	-$1.82M	–	98
2019 Q4	$1.82M	Buy	9,342 +12	+0.1%	+$2.29K	0.47%	11
2019 Q3	$1.71M	Sell	9,330 -6	-0.1%	-$1.02K	0.45%	10
2019 Q2	$1.43M	Buy	+9,336	New	+$1.4M	0.39%	11

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Halbert Hargrove Global Advisors's SHW Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Sherwin-Williams (SHW) in Q2 2026: 4 shares worth $1.3K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SHW as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in SHW in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.82M in Q4 2019. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Halbert Hargrove Global Advisors held 4 shares of Sherwin-Williams worth $1.3K as of Q2 2026.
Sherwin-Williams was a new Halbert Hargrove Global Advisors position in Q2 2026.
Sherwin-Williams made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #420 holding.
Halbert Hargrove Global Advisors first reported a position in Sherwin-Williams in Q2 2019 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's Sherwin-Williams position peaked at $1.82M in Q4 2019.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.