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Opal Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Opal Wealth 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 		– Sell
-497
Closed -$159K – 513
2026
Q1 		$159K Buy
+497
New +$171K 0.04% 231
2025
Q3 		– Sell
-633
Closed -$217K – 481
2025
Q2 		$217K Sell
633
-158
-20% -$54.7K 0.06% 180
2025
Q1 		$276K Buy
791
+32
+4% +$11.2K 0.09% 131
2024
Q4 		$258K Buy
759
+49
+7% +$18.3K 0.08% 146
2024
Q3 		$271K Buy
710
+12
+2% +$4.19K 0.08% 139
2024
Q2 		$208K Sell
698
-59
-8% -$18.3K 0.07% 174
2024
Q1 		$263K Buy
757
+4
+0.5% +$1.27K 0.09% 137
2023
Q4 		$235K Buy
+753
New +$202K 0.09% 152
2022
Q1 		– Sell
-686
Closed -$242K – 128
2021
Q4 		$242K Buy
+686
New +$222K 0.15% 101

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

Opal Wealth Advisors's SHW Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Sherwin-Williams (SHW) in Q2 2026, closing a stake of 497 shares — an estimated $159K sold.

Opal Wealth Advisors first reported a position in SHW in Q4 2021 and held it in 9 quarters. The position peaked at $276K in Q1 2025. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Sherwin-Williams position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 497 Sherwin-Williams shares in Q2 2026, an estimated $159K.
  • Opal Wealth Advisors first reported a position in Sherwin-Williams in Q4 2021 and held it in 9 quarters.
  • Opal Wealth Advisors's Sherwin-Williams position peaked at $276K in Q1 2025.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.