HWA
SHW icon

HCR Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

HCR Wealth 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 		$597K Sell
1,735
-5
-0.3% -$1.6K 0.05% 147
2026
Q1 		$558K Hold
1,740
– – 0.06% 142
2025
Q4 		$564K Buy
1,740
+25
+1% +$8.36K 0.06% 140
2025
Q3 		$590K Sell
1,715
-22
-1% -$7.76K 0.06% 133
2025
Q2 		$596K Sell
1,737
-95
-5% -$32.9K 0.07% 128
2025
Q1 		$640K Sell
1,832
-3
-0.2% -$1.05K 0.08% 121
2024
Q4 		$624K Buy
1,835
+1
+0.1% +$373 0.08% 120
2024
Q3 		$700K Buy
1,834
+544
+42% +$190K 0.09% 119
2024
Q2 		$385K Sell
1,290
-301
-19% -$93.1K 0.06% 151
2024
Q1 		$553K Buy
1,591
+659
+71% +$210K 0.08% 125
2023
Q4 		$291K Buy
932
+122
+15% +$32.8K 0.05% 159
2023
Q3 		$207K Buy
+810
New +$217K 0.05% 161
2022
Q1 		– Sell
-618
Closed -$218K – 203
2021
Q4 		$218K Buy
+618
New +$200K 0.03% 187

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM