Kovitz Investment Group Partners
SHW icon

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
Q2 		$3.03M Sell
8,798
-247
-3% -$78.9K 0.07% 174
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Kovitz Investment Group Partners's SHW Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Sherwin-Williams (SHW) stake by 2.7% in Q2 2026, selling an estimated $78.9K and leaving 8,798 shares worth $3.03M. The position accounts for 0.07% of the portfolio, ranked #174.

Kovitz Investment Group Partners first reported a position in SHW in Q4 2018 and has held it in 16 quarters since. The position peaked at $40.6M in Q4 2024. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Kovitz Investment Group Partners held 8,798 shares of Sherwin-Williams worth $3.03M as of Q2 2026.
  • Kovitz Investment Group Partners sold 247 Sherwin-Williams shares in Q2 2026, an estimated $78.9K.
  • Sherwin-Williams made up 0.07% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #174 holding.
  • Kovitz Investment Group Partners first reported a position in Sherwin-Williams in Q4 2018 and has held it in 16 quarters since.
  • Kovitz Investment Group Partners's Sherwin-Williams position peaked at $40.6M in Q4 2024.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.