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Naviter Wealth’s Sherwin-Williams SHW Stock Holding History

Naviter Wealth’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 		$309K Buy
965
+1
+0.1% +$344 0.04% 233
2025
Q4 		$312K Sell
964
-15
-2% -$5.02K 0.04% 229
2025
Q3 		$339K Buy
979
+8
+0.8% +$2.82K 0.04% 225
2025
Q2 		$333K Sell
971
-6
-0.6% -$2.08K 0.04% 226
2025
Q1 		$332K Buy
977
+21
+2% +$7.37K 0.04% 222
2024
Q4 		$325K Buy
+956
New +$357K 0.04% 233

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

Naviter Wealth's SHW Position: Q1 2026 in Review

Naviter Wealth increased its Sherwin-Williams (SHW) stake by 0.1% in Q1 2026, buying an estimated $344 and bringing the position to 965 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #233.

Naviter Wealth first reported a position in SHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $339K in Q3 2025. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Naviter Wealth held 965 shares of Sherwin-Williams worth $309K as of Q1 2026.
  • Naviter Wealth bought 1 Sherwin-Williams share in Q1 2026, an estimated $344.
  • Sherwin-Williams made up 0.04% of Naviter Wealth's portfolio in Q1 2026, its #233 holding.
  • Naviter Wealth first reported a position in Sherwin-Williams in Q4 2024 and has held it in 6 quarters since.
  • Naviter Wealth's Sherwin-Williams position peaked at $339K in Q3 2025.
  • 1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.