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Roehl & Yi Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Roehl & Yi 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 		$229K Sell
664
-2
-0.3% -$639 0.08% 176
2026
Q1 		$213K Buy
666
+47
+8% +$16.2K 0.08% 164
2025
Q4 		$201K Sell
619
-45
-7% -$15.1K 0.08% 159
2025
Q3 		$230K Sell
664
-47
-7% -$16.6K 0.1% 141
2025
Q2 		$244K Sell
711
-7
-1% -$2.42K 0.13% 127
2025
Q1 		$251K Buy
718
+6
+0.8% +$2.11K 0.14% 128
2024
Q4 		$242K Buy
+712
New +$266K 0.13% 129

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

Roehl & Yi Investment Advisors's SHW Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Sherwin-Williams (SHW) stake by 0.3% in Q2 2026, selling an estimated $639 and leaving 664 shares worth $229K. The position accounts for 0.08% of the portfolio, ranked #176.

Roehl & Yi Investment Advisors first reported a position in SHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $251K in Q1 2025. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Roehl & Yi Investment Advisors held 664 shares of Sherwin-Williams worth $229K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 2 Sherwin-Williams shares in Q2 2026, an estimated $639.
  • Sherwin-Williams made up 0.08% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #176 holding.
  • Roehl & Yi Investment Advisors first reported a position in Sherwin-Williams in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Sherwin-Williams position peaked at $251K in Q1 2025.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.