MWM
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Modera Wealth Management’s Sherwin-Williams SHW Stock Holding History

Modera Wealth Management’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 		$514K Buy
1,492
+145
+11% +$46.3K 0.01% 452
2026
Q1 		$432K Buy
1,347
+15
+1% +$5.16K 0.01% 460
2025
Q4 		$432K Buy
1,332
+75
+6% +$25.1K 0.01% 482
2025
Q3 		$435K Buy
1,257
+29
+2% +$10.2K 0.01% 484
2025
Q2 		$422K Sell
1,228
-90
-7% -$31.2K 0.01% 477
2025
Q1 		$460K Sell
1,318
-127
-9% -$44.6K 0.01% 450
2024
Q4 		$491K Buy
1,445
+112
+8% +$41.8K 0.01% 443
2024
Q3 		$509K Buy
1,333
+46
+4% +$16.1K 0.01% 410
2024
Q2 		$384K Buy
1,287
+37
+3% +$11.4K 0.01% 435
2024
Q1 		$434K Sell
1,250
-30
-2% -$9.56K 0.01% 412
2023
Q4 		$399K Sell
1,280
-85
-6% -$22.9K 0.01% 411
2023
Q3 		$348K Sell
1,365
-3,612
-73% -$967K 0.01% 423
2023
Q2 		$1.32M Buy
+4,977
New +$1.17M 0.02% 261
2022
Q1 		– Sell
-2,040
Closed -$718K – 550
2021
Q4 		$718K Buy
+2,040
New +$659K 0.03% 213

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Modera Wealth Management's SHW Position: Q2 2026 in Review

Modera Wealth Management increased its Sherwin-Williams (SHW) stake by 11% in Q2 2026, buying an estimated $46.3K and bringing the position to 1,492 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #452.

Modera Wealth Management first reported a position in SHW in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.32M in Q2 2023. 1,017 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Modera Wealth Management held 1,492 shares of Sherwin-Williams worth $514K as of Q2 2026.
  • Modera Wealth Management bought 145 Sherwin-Williams shares in Q2 2026, an estimated $46.3K.
  • Sherwin-Williams made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #452 holding.
  • Modera Wealth Management first reported a position in Sherwin-Williams in Q4 2021 and has held it in 14 quarters since.
  • Modera Wealth Management's Sherwin-Williams position peaked at $1.32M in Q2 2023.
  • 1,017 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.