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Mount Yale Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Mount Yale 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
2019
Q3 		– Sell
-66,600
Closed -$13K – 333
2019
Q2 		$13K Buy
66,600
+300
+0.5% +$44.8K ﹤0.01% 307
2019
Q1 		$77K Buy
+66,300
New +$9.23M 0.01% 298
2018
Q3 		– Sell
-103,200
Closed -$51K – 997
2018
Q2 		$51K Hold
103,200
– – 0.01% 621
2018
Q1 		$254K Buy
+103,200
New +$14.1M 0.05% 264

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

Mount Yale Investment Advisors's SHW Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Sherwin-Williams (SHW) stake by 33% in Q2 2026, selling an estimated $945K and leaving 6,101 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #400.

Mount Yale Investment Advisors first reported a position in SHW in Q1 2018 and has held it in 34 quarters since. The position peaked at $15.7M in Q4 2021. 1,744 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Mount Yale Investment Advisors held 6,101 shares of Sherwin-Williams worth $2.1M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,959 Sherwin-Williams shares in Q2 2026, an estimated $945K.
  • Sherwin-Williams made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #400 holding.
  • Mount Yale Investment Advisors first reported a position in Sherwin-Williams in Q1 2018 and has held it in 34 quarters since.
  • Mount Yale Investment Advisors's Sherwin-Williams position peaked at $15.7M in Q4 2021.
  • 1,744 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.