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 Q3	–	Sell	-4	Closed	-$1.3K	–	642
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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Halbert Hargrove Global Advisors's SHW Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Sherwin-Williams (SHW) in Q3 2026, closing a stake of 4 shares — an estimated $1.3K sold.

Halbert Hargrove Global Advisors first reported a position in SHW in Q2 2019 and held it in 6 quarters. The position peaked at $1.82M in Q4 2019. 665 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining Sherwin-Williams position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 4 Sherwin-Williams shares in Q3 2026, an estimated $1.3K.
Halbert Hargrove Global Advisors first reported a position in Sherwin-Williams in Q2 2019 and held it in 6 quarters.
Halbert Hargrove Global Advisors's Sherwin-Williams position peaked at $1.82M in Q4 2019.
665 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.