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Moneta Group Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Moneta Group Investment 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
Q1 		$453K Sell
1,412
-5
-0.4% -$1.72K ﹤0.01% 531
2025
Q4 		$459K Sell
1,417
-330
-19% -$110K ﹤0.01% 522
2025
Q3 		$605K Buy
1,747
+1
+0.1% +$353 ﹤0.01% 443
2025
Q2 		$599K Buy
1,746
+45
+3% +$15.6K 0.01% 397
2025
Q1 		$594K Sell
1,701
-159
-9% -$55.8K 0.01% 376
2024
Q4 		$632K Sell
1,860
-186
-9% -$69.4K 0.01% 356
2024
Q3 		$781K Buy
2,046
+193
+10% +$67.4K 0.01% 316
2024
Q2 		$553K Buy
1,853
+705
+61% +$218K 0.01% 369
2024
Q1 		$399K Buy
1,148
+70
+6% +$22.3K 0.01% 420
2023
Q4 		$336K Buy
1,078
+199
+23% +$53.5K 0.01% 420
2023
Q3 		$224K Buy
+879
New +$235K 0.01% 470
2021
Q3 		– Sell
-1,905
Closed -$519K – 469
2021
Q2 		$519K Hold
1,905
– – 0.02% 280
2021
Q1 		$469K Sell
1,905
-267
-12% -$63.6K 0.02% 269
2020
Q4 		$532K Buy
2,172
+363
+20% +$86.1K 0.04% 188
2020
Q3 		$420K Buy
1,809
+474
+36% +$104K 0.04% 184
2020
Q2 		$257K Buy
+1,335
New +$241K 0.02% 219
2018
Q3 		– Sell
-1,188
Closed -$161K – 343
2018
Q2 		$161K Buy
1,188
+357
+43% +$46.2K 0.02% 263
2018
Q1 		$109K Buy
831
+75
+10% +$10.2K 0.01% 238
2017
Q4 		$103K Buy
+756
New +$99.4K 0.02% 239
2015
Q4 		– Sell
-564
Closed -$42K – 365
2015
Q3 		$42K Buy
+564
New +$49.5K 0.01% 250

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Moneta Group Investment Advisors's SHW Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Sherwin-Williams (SHW) stake by 0.35% in Q1 2026, selling an estimated $1.72K and leaving 1,412 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Moneta Group Investment Advisors first reported a position in SHW in Q3 2015 and has held it in 20 quarters since. The position peaked at $781K in Q3 2024. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Moneta Group Investment Advisors held 1,412 shares of Sherwin-Williams worth $453K as of Q1 2026.
  • Moneta Group Investment Advisors sold 5 Sherwin-Williams shares in Q1 2026, an estimated $1.72K.
  • Sherwin-Williams made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #531 holding.
  • Moneta Group Investment Advisors first reported a position in Sherwin-Williams in Q3 2015 and has held it in 20 quarters since.
  • Moneta Group Investment Advisors's Sherwin-Williams position peaked at $781K in Q3 2024.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.