Mosaic Advisors’s Sherwin-Williams SHW Stock Holding History

Mosaic 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	$3.32M	Hold	9,641	–	–	4.45%	8
2026 Q1	$3.26M	Buy	9,641 +1,500	+18%	+$516K	4.87%	7
2025 Q4	$2.64M	Sell	8,141 -1,500	-16%	-$502K	5.06%	7
2025 Q3	$3.34M	Buy	+9,641	New	+$3.4M	8.09%	6
2025 Q1	–	Sell	-8,141	Closed	-$2.77M	–	20
2024 Q4	$2.77M	Hold	8,141	–	–	3.25%	6
2024 Q3	$3.11M	Hold	8,141	–	–	2.38%	8
2024 Q2	$2.43M	Hold	8,141	–	–	1.96%	9
2024 Q1	$2.83M	Hold	8,141	–	–	2.31%	7
2023 Q4	$2.54M	Hold	8,141	–	–	1.51%	10
2023 Q3	$2.08M	Hold	8,141	–	–	1.9%	9
2023 Q2	$2.16M	Sell	8,141 -115	-1%	-$27.1K	1.61%	11
2023 Q1	$1.86M	Sell	8,256 -157	-2%	-$35.9K	1.51%	8
2022 Q4	$2M	Hold	8,413	–	–	1.7%	8
2022 Q3	$1.72M	Sell	8,413 -367	-4%	-$86.9K	1.38%	7
2022 Q2	$1.97M	Sell	8,780 -391	-4%	-$100K	1.47%	7
2022 Q1	$2.29M	Sell	9,171 -400	-4%	-$110K	2.59%	6
2021 Q4	$3.37M	Buy	9,571 +386	+4%	+$125K	2.47%	8
2021 Q3	$2.57M	Sell	9,185 -88	-0.9%	-$25.8K	1.71%	10
2021 Q2	$2.53M	Hold	9,273	–	–	1.65%	9
2021 Q1	$2.28M	Buy	9,273 +102	+1%	+$24.3K	1.93%	8
2020 Q4	$2.25M	Buy	+9,171	New	+$2.18M	2.06%	8

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mosaic Advisors's SHW Position: Q2 2026 in Review

Mosaic Advisors held its Sherwin-Williams (SHW) position steady in Q2 2026 at 9,641 shares worth $3.32M. The position accounts for 4.45% of the portfolio, ranked #8.

Mosaic Advisors first reported a position in SHW in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.37M in Q4 2021. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Mosaic Advisors held 9,641 shares of Sherwin-Williams worth $3.32M as of Q2 2026.
Mosaic Advisors left its Sherwin-Williams share count unchanged in Q2 2026.
Sherwin-Williams made up 4.45% of Mosaic Advisors's portfolio in Q2 2026, its #8 holding.
Mosaic Advisors first reported a position in Sherwin-Williams in Q4 2020 and has held it in 21 quarters since.
Mosaic Advisors's Sherwin-Williams position peaked at $3.37M in Q4 2021.
1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Mosaic Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.