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Independence Wealth Advisors (Ohio)’s Sherwin-Williams SHW Stock Holding History

Independence Wealth Advisors (Ohio)’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 		– Sell
-778
Closed -$249K – 94
2026
Q1 		$249K Hold
778
– – 0.13% 75
2025
Q4 		$252K Buy
+778
New +$260K 0.14% 73

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

Independence Wealth Advisors (Ohio)'s SHW Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 778 shares — an estimated $249K sold.

Independence Wealth Advisors (Ohio) first reported a position in SHW in Q4 2025 and held it in 2 quarters. The position peaked at $252K in Q4 2025. 1,732 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Independence Wealth Advisors (Ohio) reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • Independence Wealth Advisors (Ohio) sold 778 Sherwin-Williams shares in Q2 2026, an estimated $249K.
  • Independence Wealth Advisors (Ohio) first reported a position in Sherwin-Williams in Q4 2025 and held it in 2 quarters.
  • Independence Wealth Advisors (Ohio)'s Sherwin-Williams position peaked at $252K in Q4 2025.
  • 1,732 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.