John Overdeck’s Sherwin-Williams SHW Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-1,000	Closed	-$352K	–	4131
2021 Q4	$352K	Buy	+1,000	New	+$323K	﹤0.01%	3533
2021 Q2	–	Sell	-3,000	Closed	-$738K	–	4507
2021 Q1	$738K	Sell	3,000 -3,900	-57%	-$929K	﹤0.01%	2584
2020 Q4	$1.69M	Buy	+6,900	New	+$1.64M	﹤0.01%	1602
2020 Q1	–	Sell	-4,500	Closed	-$875K	–	3750
2019 Q4	$875K	Sell	4,500 -14,700	-77%	-$2.8M	﹤0.01%	2309
2019 Q3	$3.52M	Buy	19,200 +16,200	+540%	+$2.76M	0.01%	1060
2019 Q2	$458K	Hold	3,000	–	–	﹤0.01%	2566
2019 Q1	$431K	Buy	+3,000	New	+$417K	﹤0.01%	2362
2018 Q4	–	Sell	-3,000	Closed	-$455K	–	3465
2018 Q3	$455K	Sell	3,000 -58,500	-95%	-$8.66M	﹤0.01%	2515
2018 Q2	$8.36M	Buy	61,500 +55,500	+925%	+$7.18M	0.02%	741
2018 Q1	$784K	Buy	+6,000	New	+$818K	﹤0.01%	2176
2016 Q3	–	Sell	-9,600	Closed	-$940K	–	3343
2016 Q2	$940K	Buy	9,600 +3,600	+60%	+$351K	﹤0.01%	1793
2016 Q1	$569K	Sell	6,000 -33,000	-85%	-$2.89M	﹤0.01%	1966
2015 Q4	$3.38M	Buy	+39,000	New	+$3.37M	0.02%	827
2015 Q3	–	Sell	-30,000	Closed	-$2.75M	–	2674
2015 Q2	$2.75M	Buy	+30,000	New	+$2.84M	0.01%	1026

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

John Overdeck's SHW Position: Q2 2026 in Review

John Overdeck reduced its Sherwin-Williams (SHW) stake by 29% in Q2 2026, selling an estimated $32.9M and leaving 250,147 shares worth $86.1M. The position accounts for 0.06% of the portfolio, ranked #359.

John Overdeck first reported a position in SHW in Q2 2013 and has held it in 39 quarters since. The position peaked at $238M in Q2 2024. 1,733 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

John Overdeck held 250,147 shares of Sherwin-Williams worth $86.1M as of Q2 2026.
John Overdeck sold 103,122 Sherwin-Williams shares in Q2 2026, an estimated $32.9M.
Sherwin-Williams made up 0.06% of John Overdeck's portfolio in Q2 2026, its #359 holding.
John Overdeck first reported a position in Sherwin-Williams in Q2 2013 and has held it in 39 quarters since.
John Overdeck's Sherwin-Williams position peaked at $238M in Q2 2024.
1,733 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.