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OneDigital Investment Advisors’s Sherwin-Williams SHW Stock Holding History

OneDigital 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
2026
Q2 		$459K Sell
1,334
-288
-18% -$92K ﹤0.01% 1076
2026
Q1 		$520K Sell
1,622
-533
-25% -$183K 0.01% 931
2025
Q4 		$698K Sell
2,155
-116
-5% -$38.8K 0.01% 805
2025
Q3 		$786K Sell
2,271
-109
-5% -$38.4K 0.01% 752
2025
Q2 		$817K Buy
2,380
+87
+4% +$30.1K 0.01% 709
2025
Q1 		$801K Buy
2,293
+26
+1% +$9.13K 0.01% 682
2024
Q4 		$771K Sell
2,267
-380
-14% -$142K 0.01% 725
2024
Q3 		$1.01M Buy
2,647
+370
+16% +$129K 0.01% 649
2024
Q2 		$679K Buy
2,277
+670
+42% +$207K 0.01% 768
2024
Q1 		$558K Buy
1,607
+138
+9% +$44K 0.01% 701
2023
Q4 		$458K Sell
1,469
-1,587
-52% -$427K 0.01% 750
2023
Q3 		$779K Buy
3,056
+1,778
+139% +$476K 0.02% 494
2023
Q2 		$339K Sell
1,278
-89
-7% -$21K 0.01% 777
2023
Q1 		$307K Sell
1,367
-300
-18% -$68.7K 0.01% 774
2022
Q4 		$396K Sell
1,667
-266
-14% -$61.5K 0.01% 583
2022
Q3 		$396K Sell
1,933
-42
-2% -$9.95K 0.01% 522
2022
Q2 		$442K Sell
1,975
-396
-17% -$102K 0.02% 450
2022
Q1 		$592K Sell
2,371
-53
-2% -$14.6K 0.02% 395
2021
Q4 		$854K Buy
2,424
+3
+0.1% +$969 0.03% 315
2021
Q3 		$677K Buy
2,421
+624
+35% +$183K 0.03% 345
2021
Q2 		$490K Buy
+1,797
New +$492K 0.02% 418
2019
Q3 		– Sell
-30
Closed -$5K – 1051
2019
Q2 		$5K Hold
30
– – ﹤0.01% 1049
2019
Q1 		$4K Hold
30
– – ﹤0.01% 1017
2018
Q4 		$4K Hold
30
– – ﹤0.01% 982
2018
Q3 		$5K Hold
30
– – ﹤0.01% 926
2018
Q2 		$4K Sell
30
-72
-71% -$9.32K ﹤0.01% 1205
2018
Q1 		$13K Hold
102
– – ﹤0.01% 968
2017
Q4 		$14K Hold
102
– – ﹤0.01% 911
2017
Q3 		$12K Buy
102
+30
+42% +$3.44K ﹤0.01% 788
2017
Q2 		$8K Buy
+72
New +$8.05K ﹤0.01% 987

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

OneDigital Investment Advisors's SHW Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Sherwin-Williams (SHW) stake by 18% in Q2 2026, selling an estimated $92K and leaving 1,334 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

OneDigital Investment Advisors first reported a position in SHW in Q2 2017 and has held it in 30 quarters since. The position peaked at $1.01M in Q3 2024. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • OneDigital Investment Advisors held 1,334 shares of Sherwin-Williams worth $459K as of Q2 2026.
  • OneDigital Investment Advisors sold 288 Sherwin-Williams shares in Q2 2026, an estimated $92K.
  • Sherwin-Williams made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1076 holding.
  • OneDigital Investment Advisors first reported a position in Sherwin-Williams in Q2 2017 and has held it in 30 quarters since.
  • OneDigital Investment Advisors's Sherwin-Williams position peaked at $1.01M in Q3 2024.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

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