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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
2020
Q1 		– Sell
-3,000
Closed -$584K – 99
2019
Q4 		$584K Hold
3,000
– – 0.15% 30
2019
Q3 		$550K Sell
3,000
-600
-17% -$102K 0.15% 34
2019
Q2 		$550K Hold
3,600
– – 0.15% 28
2019
Q1 		$516K Buy
+3,600
New +$501K 1.82% 14

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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. 715 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.
  • 715 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.