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

Provenance 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	$287K	Buy	834 +9	+1%	+$2.88K	0.03%	111
2026 Q1	$264K	Hold	825	–	–	0.03%	103
2025 Q4	$267K	Hold	825	–	–	0.03%	98
2025 Q3	$286K	Hold	825	–	–	0.04%	100
2025 Q2	$283K	Hold	825	–	–	0.04%	95
2025 Q1	$288K	Sell	825 -690	-46%	-$242K	0.04%	104
2024 Q4	$515K	Hold	1,515	–	–	0.07%	85
2024 Q3	$578K	Hold	1,515	–	–	0.07%	89
2024 Q2	$452K	Hold	1,515	–	–	0.06%	91
2024 Q1	$526K	Hold	1,515	–	–	0.07%	85
2023 Q4	$473K	Hold	1,515	–	–	0.06%	85
2023 Q3	$386K	Buy	+1,515	New	+$406K	0.06%	84

Other funds holding SHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Provenance Wealth Advisors increased its Sherwin-Williams (SHW) stake by 1.1% in Q2 2026, buying an estimated $2.88K and bringing the position to 834 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #111.

Provenance Wealth Advisors first reported a position in SHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $578K in Q3 2024. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

Provenance Wealth Advisors held 834 shares of Sherwin-Williams worth $287K as of Q2 2026.
Provenance Wealth Advisors bought 9 Sherwin-Williams shares in Q2 2026, an estimated $2.88K.
Sherwin-Williams made up 0.03% of Provenance Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Provenance Wealth Advisors first reported a position in Sherwin-Williams in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's Sherwin-Williams position peaked at $578K in Q3 2024.
1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.