Kovitz Investment Group Partners’s Sherwin-Williams SHW Stock Holding History

Kovitz Investment Group Partners’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 Q1	$2.9M	Sell	9,045 -6,824	-43%	-$2.35M	0.07%	186
2025 Q4	$5.14M	Sell	15,869 -4,637	-23%	-$1.55M	0.11%	143
2025 Q3	$7.1M	Sell	20,506 -10,395	-34%	-$3.67M	0.03%	394
2025 Q2	$10.6M	Buy	30,901 +1,488	+5%	+$516K	0.05%	297
2025 Q1	$10.3M	Sell	29,413 -89,888	-75%	-$31.5M	0.05%	262
2024 Q4	$40.6M	Buy	119,301 +23,302	+24%	+$8.7M	0.2%	103
2024 Q3	$34.5M	Buy	95,999 +7,014	+8%	+$2.45M	0.25%	79
2024 Q2	$26.6M	Buy	+88,985	New	+$27.5M	0.23%	76
2023 Q1	–	Sell	-902	Closed	-$214K	–	426
2022 Q4	$214K	Buy	+902	New	+$209K	﹤0.01%	382
2022 Q1	–	Sell	-279	Closed	-$205K	–	457
2021 Q4	$205K	Sell	279 -552	-66%	-$178K	﹤0.01%	398
2021 Q3	$232K	Sell	831 -39	-4%	-$11.4K	﹤0.01%	406
2021 Q2	$237K	Buy	870 +33	+4%	+$9.04K	﹤0.01%	402
2021 Q1	$206K	Hold	837	–	–	﹤0.01%	399
2020 Q4	$205K	Buy	+837	New	+$199K	0.01%	401
2019 Q1	–	Sell	-5,208	Closed	-$683K	–	368
2018 Q4	$683K	Buy	+5,208	New	+$703K	0.03%	216

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kovitz Investment Group Partners's SHW Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Sherwin-Williams (SHW) stake by 43% in Q1 2026, selling an estimated $2.35M and leaving 9,045 shares worth $2.9M. The position accounts for 0.07% of the portfolio, ranked #186.

Kovitz Investment Group Partners first reported a position in SHW in Q4 2018 and has held it in 15 quarters since. The position peaked at $40.6M in Q4 2024. 1,695 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Kovitz Investment Group Partners held 9,045 shares of Sherwin-Williams worth $2.9M as of Q1 2026.
Kovitz Investment Group Partners sold 6,824 Sherwin-Williams shares in Q1 2026, an estimated $2.35M.
Sherwin-Williams made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #186 holding.
Kovitz Investment Group Partners first reported a position in Sherwin-Williams in Q4 2018 and has held it in 15 quarters since.
Kovitz Investment Group Partners's Sherwin-Williams position peaked at $40.6M in Q4 2024.
1,695 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.