PWA
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Principia Wealth Advisory’s Sherwin-Williams SHW Stock Holding History

Principia Wealth Advisory’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 		$4.13K Sell
12
-1
-8% -$319 ﹤0.01% 402
2026
Q1 		$4.17K Buy
13
+5
+63% +$1.72K ﹤0.01% 339
2025
Q4 		$2.59K Sell
8
-4
-33% -$1.34K ﹤0.01% 385
2025
Q3 		$4.16K Buy
12
+4
+50% +$1.41K ﹤0.01% 300
2025
Q2 		$2.75K Sell
8
-1
-11% -$346 ﹤0.01% 326
2025
Q1 		$3.03K Buy
9
+2
+29% +$702 ﹤0.01% 237
2024
Q4 		$2.38K Buy
+7
New +$2.61K ﹤0.01% 219

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

Principia Wealth Advisory's SHW Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Sherwin-Williams (SHW) stake by 7.7% in Q2 2026, selling an estimated $319 and leaving 12 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Principia Wealth Advisory first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.17K in Q1 2026. 1,739 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Principia Wealth Advisory held 12 shares of Sherwin-Williams worth $4.13K as of Q2 2026.
  • Principia Wealth Advisory sold 1 Sherwin-Williams share in Q2 2026, an estimated $319.
  • Sherwin-Williams made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #402 holding.
  • Principia Wealth Advisory first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's Sherwin-Williams position peaked at $4.17K in Q1 2026.
  • 1,739 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.