HWA
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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

HCR Wealth Advisors's SHW Position: Q2 2026 in Review

HCR Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 0.29% in Q2 2026, selling an estimated $1.6K and leaving 1,735 shares worth $597K. The position accounts for 0.05% of the portfolio, ranked #147.

HCR Wealth Advisors first reported a position in SHW in Q4 2021 and has held it in 13 quarters since. The position peaked at $700K in Q3 2024. 1,739 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • HCR Wealth Advisors held 1,735 shares of Sherwin-Williams worth $597K as of Q2 2026.
  • HCR Wealth Advisors sold 5 Sherwin-Williams shares in Q2 2026, an estimated $1.6K.
  • Sherwin-Williams made up 0.05% of HCR Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • HCR Wealth Advisors first reported a position in Sherwin-Williams in Q4 2021 and has held it in 13 quarters since.
  • HCR Wealth Advisors's Sherwin-Williams position peaked at $700K in Q3 2024.
  • 1,739 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.