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NewEdge Wealth’s Sherwin-Williams SHW Stock Holding History

NewEdge 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 		$1.26M Sell
3,924
-3,050
-44% -$1.05M 0.02% 559
2025
Q4 		$2.26M Buy
6,974
+2,731
+64% +$914K 0.03% 420
2025
Q3 		$1.42M Buy
4,243
+753
+22% +$265K 0.02% 477
2025
Q2 		$1.22M Sell
3,490
-3,530
-50% -$1.22M 0.02% 486
2025
Q1 		$2.45M Sell
7,020
-7,609
-52% -$2.67M 0.04% 313
2024
Q4 		$4.97M Buy
14,629
+233
+2% +$87K 0.09% 187
2024
Q3 		$5.49M Buy
14,396
+350
+2% +$122K 0.1% 179
2024
Q2 		$4.19M Sell
14,046
-785
-5% -$243K 0.09% 191
2024
Q1 		$4.52M Buy
14,831
+1,369
+10% +$436K 0.1% 179
2023
Q4 		$4.2M Sell
13,462
-511
-4% -$137K 0.11% 162
2023
Q3 		$3.56M Sell
13,973
-3,161
-18% -$846K 0.11% 162
2023
Q2 		$4.55M Buy
17,134
+7,948
+87% +$1.87M 0.15% 135
2023
Q1 		$2.06M Sell
9,186
-379
-4% -$86.7K 0.08% 218
2022
Q4 		$2.27M Buy
9,565
+333
+4% +$77K 0.1% 195
2022
Q3 		$1.89M Sell
9,232
-19,471
-68% -$4.61M 0.09% 197
2022
Q2 		$6.43M Buy
28,703
+7,566
+36% +$1.94M 0.29% 89
2022
Q1 		$5.28M Buy
21,137
+1,732
+9% +$478K 0.23% 105
2021
Q4 		$6.83M Buy
19,405
+7,432
+62% +$2.4M 0.29% 90
2021
Q3 		$3.35M Buy
11,973
+498
+4% +$146K 0.2% 99
2021
Q2 		$3.13M Sell
11,475
-7,281
-39% -$1.99M 0.24% 98
2021
Q1 		$4.61M Buy
18,756
+13,170
+236% +$3.14M 0.46% 70
2020
Q4 		$1.37M Buy
+5,586
New +$1.33M 0.42% 72

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

NewEdge Wealth's SHW Position: Q1 2026 in Review

NewEdge Wealth reduced its Sherwin-Williams (SHW) stake by 44% in Q1 2026, selling an estimated $1.05M and leaving 3,924 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #559.

NewEdge Wealth first reported a position in SHW in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.83M in Q4 2021. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • NewEdge Wealth held 3,924 shares of Sherwin-Williams worth $1.26M as of Q1 2026.
  • NewEdge Wealth sold 3,050 Sherwin-Williams shares in Q1 2026, an estimated $1.05M.
  • Sherwin-Williams made up 0.02% of NewEdge Wealth's portfolio in Q1 2026, its #559 holding.
  • NewEdge Wealth first reported a position in Sherwin-Williams in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's Sherwin-Williams position peaked at $6.83M in Q4 2021.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.