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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mosaic Advisors's SHW Position: Q1 2026 in Review

Mosaic Advisors increased its Sherwin-Williams (SHW) stake by 18% in Q1 2026, buying an estimated $516K and bringing the position to 9,641 shares worth $3.26M. The position accounts for 4.87% of the portfolio, ranked #7.

Mosaic Advisors first reported a position in SHW in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.37M in Q4 2021. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

Mosaic Advisors held 9,641 shares of Sherwin-Williams worth $3.26M as of Q1 2026.
Mosaic Advisors bought 1,500 Sherwin-Williams shares in Q1 2026, an estimated $516K.
Sherwin-Williams made up 4.87% of Mosaic Advisors's portfolio in Q1 2026, its #7 holding.
Mosaic Advisors first reported a position in Sherwin-Williams in Q4 2020 and has held it in 20 quarters since.
Mosaic Advisors's Sherwin-Williams position peaked at $3.37M in Q4 2021.
1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Mosaic Advisors's 13F filing for Q1 2026, filed 4 May 2026.