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

Medallion 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 		$34.1K Hold
99
– – 0.01% 540
2026
Q1 		$31.7K Hold
99
– – 0.01% 564
2025
Q4 		$32.1K Hold
99
– – 0.01% 554
2025
Q3 		$34.3K Hold
99
– – 0.01% 533
2025
Q2 		$35.2K Hold
99
– – 0.01% 525
2025
Q1 		$34.7K Buy
99
+14
+16% +$4.91K 0.02% 487
2024
Q4 		$28.9K Buy
+85
New +$31.7K 0.01% 505

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

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

Medallion Wealth Advisors held its Sherwin-Williams (SHW) position steady in Q2 2026 at 99 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #540.

Medallion Wealth Advisors first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $35.2K in Q2 2025. 1,744 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Medallion Wealth Advisors held 99 shares of Sherwin-Williams worth $34.1K as of Q2 2026.
  • Medallion Wealth Advisors left its Sherwin-Williams share count unchanged in Q2 2026.
  • Sherwin-Williams made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #540 holding.
  • Medallion Wealth Advisors first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Sherwin-Williams position peaked at $35.2K in Q2 2025.
  • 1,744 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.