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Robertson Stephens Wealth Management’s Sherwin-Williams SHW Stock Holding History

Robertson Stephens Wealth Management’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 		$1.42M Sell
4,113
-836
-17% -$267K 0.03% 261
2026
Q1 		$1.59M Sell
4,949
-506
-9% -$174K 0.04% 234
2025
Q4 		$1.77M Buy
5,455
+719
+15% +$241K 0.05% 231
2025
Q3 		$1.64M Sell
4,736
-220
-4% -$77.6K 0.05% 199
2025
Q2 		$1.7M Sell
4,956
-602
-11% -$209K 0.05% 208
2025
Q1 		$1.94M Sell
5,558
-823
-13% -$289K 0.07% 192
2024
Q4 		$2.17M Sell
6,381
-2,248
-26% -$839K 0.08% 189
2024
Q3 		$3.29M Sell
8,629
-2,046
-19% -$714K 0.12% 147
2024
Q2 		$3.19M Sell
10,675
-1,175
-10% -$364K 0.16% 114
2024
Q1 		$4.12M Buy
11,850
+3,055
+35% +$973K 0.22% 85
2023
Q4 		$2.74M Sell
8,795
-2,331
-21% -$627K 0.17% 116
2023
Q3 		$2.84M Sell
11,126
-765
-6% -$205K 0.19% 109
2023
Q2 		$3.16M Sell
11,891
-1,135
-9% -$267K 0.22% 100
2023
Q1 		$2.93M Buy
13,026
+154
+1% +$35.2K 0.23% 94
2022
Q4 		$3.05M Sell
12,872
-109
-0.8% -$25.2K 0.3% 80
2022
Q3 		$2.66M Sell
12,981
-320
-2% -$75.8K 0.28% 75
2022
Q2 		$2.98M Buy
13,301
+67
+0.5% +$17.2K 0.28% 81
2022
Q1 		$3.3M Buy
13,234
+49
+0.4% +$13.5K 0.28% 76
2021
Q4 		$4.64M Buy
+13,185
New +$4.26M 0.39% 58

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Robertson Stephens Wealth Management's SHW Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Sherwin-Williams (SHW) stake by 17% in Q2 2026, selling an estimated $267K and leaving 4,113 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #261.

Robertson Stephens Wealth Management first reported a position in SHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.64M in Q4 2021. 730 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,113 shares of Sherwin-Williams worth $1.42M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 836 Sherwin-Williams shares in Q2 2026, an estimated $267K.
  • Sherwin-Williams made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Robertson Stephens Wealth Management first reported a position in Sherwin-Williams in Q4 2021 and has held it in 19 quarters since.
  • Robertson Stephens Wealth Management's Sherwin-Williams position peaked at $4.64M in Q4 2021.
  • 730 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.