IWA
SHW icon

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

Icon 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 		$764K Buy
2,218
+785
+55% +$251K 0.05% 219
2026
Q1 		$455K Sell
1,433
-888
-38% -$306K 0.03% 267
2025
Q4 		$768K Sell
2,321
-2,236
-49% -$748K 0.05% 201
2025
Q3 		$1.58M Sell
4,557
-803
-15% -$283K 0.11% 137
2025
Q2 		$1.84M Buy
5,360
+3,864
+258% +$1.34M 0.13% 126
2025
Q1 		$522K Buy
1,496
+19
+1% +$6.67K 0.04% 215
2024
Q4 		$502K Sell
1,477
-308
-17% -$115K 0.04% 215
2024
Q3 		$681K Sell
1,785
-274
-13% -$95.6K 0.06% 180
2024
Q2 		$722K Buy
2,059
+487
+31% +$151K 0.06% 168
2024
Q1 		$546K Sell
1,572
-44
-3% -$14K 0.05% 194
2023
Q4 		$504K Buy
+1,616
New +$435K 0.05% 193

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

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

Icon Wealth Advisors increased its Sherwin-Williams (SHW) stake by 55% in Q2 2026, buying an estimated $251K and bringing the position to 2,218 shares worth $764K. The position accounts for 0.05% of the portfolio, ranked #219.

Icon Wealth Advisors first reported a position in SHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q2 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Icon Wealth Advisors held 2,218 shares of Sherwin-Williams worth $764K as of Q2 2026.
  • Icon Wealth Advisors bought 785 Sherwin-Williams shares in Q2 2026, an estimated $251K.
  • Sherwin-Williams made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • Icon Wealth Advisors first reported a position in Sherwin-Williams in Q4 2023 and has held it in 11 quarters since.
  • Icon Wealth Advisors's Sherwin-Williams position peaked at $1.84M in Q2 2025.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.