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

Heritage 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	$4.82K	Hold	14	–	–	﹤0.01%	570
2026 Q1	$4.49K	Buy	+14	New	+$4.82K	﹤0.01%	574
2025 Q1	–	Sell	-20	Closed	-$6.8K	–	640
2024 Q4	$6.8K	Buy	20 +4	+25%	+$1.49K	﹤0.01%	470
2024 Q3	$6.11K	Buy	+16	New	+$5.58K	﹤0.01%	468
2023 Q4	–	Sell	-84	Closed	-$21.4K	–	587
2023 Q3	$21.4K	Hold	84	–	–	﹤0.01%	373
2023 Q2	$22.3K	Hold	84	–	–	﹤0.01%	391
2023 Q1	$18.9K	Sell	84 -84	-50%	-$19.2K	﹤0.01%	403
2022 Q4	$39.9K	Hold	168	–	–	﹤0.01%	352
2022 Q3	$34.4K	Sell	168 -343	-67%	-$81.3K	﹤0.01%	333
2022 Q2	$114K	Buy	511 +343	+204%	+$88K	0.01%	250
2022 Q1	$42K	Hold	168	–	–	﹤0.01%	331
2021 Q4	$59K	Hold	168	–	–	﹤0.01%	315
2021 Q3	$47K	Hold	168	–	–	﹤0.01%	322
2021 Q2	$45.8K	Hold	168	–	–	﹤0.01%	333
2021 Q1	$41.3K	Hold	168	–	–	﹤0.01%	353
2020 Q4	$41K	Hold	168	–	–	﹤0.01%	344
2020 Q3	$39K	Hold	168	–	–	0.01%	291
2020 Q2	$32.4K	Hold	168	–	–	﹤0.01%	284
2020 Q1	$25.7K	Sell	168 -9	-5%	-$1.62K	﹤0.01%	297
2019 Q4	$34.4K	Buy	+177	New	+$33.8K	﹤0.01%	328

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

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

Heritage Wealth Advisors held its Sherwin-Williams (SHW) position steady in Q2 2026 at 14 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Heritage Wealth Advisors first reported a position in SHW in Q4 2019 and has held it in 20 quarters since. The position peaked at $114K in Q2 2022. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Heritage Wealth Advisors held 14 shares of Sherwin-Williams worth $4.82K as of Q2 2026.
Heritage Wealth Advisors left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #570 holding.
Heritage Wealth Advisors first reported a position in Sherwin-Williams in Q4 2019 and has held it in 20 quarters since.
Heritage Wealth Advisors's Sherwin-Williams position peaked at $114K in Q2 2022.
1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.