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SageView Advisory Group’s Sherwin-Williams SHW Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-561
Closed -$182K – 2109
2025
Q4 		$182K Buy
+561
New +$188K 0.01% 631
2025
Q3 		– Sell
-599
Closed -$201K – 662
2025
Q2 		$201K Sell
599
-16
-3% -$5.54K 0.01% 603
2025
Q1 		$215K Sell
615
-101
-14% -$35.4K 0.01% 559
2024
Q4 		$243K Sell
716
-62
-8% -$23.1K 0.01% 516
2024
Q3 		$297K Buy
+778
New +$272K 0.02% 400
2024
Q1 		– Sell
-2,626
Closed -$808K – 761
2023
Q4 		$808K Buy
+2,626
New +$706K 0.03% 294

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SageView Advisory Group's SHW Position: Q1 2026 in Review

SageView Advisory Group sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 561 shares — an estimated $182K sold.

SageView Advisory Group first reported a position in SHW in Q4 2023 and held it in 6 quarters. The position peaked at $808K in Q4 2023. 1,701 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • SageView Advisory Group reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 561 Sherwin-Williams shares in Q1 2026, an estimated $182K.
  • SageView Advisory Group first reported a position in Sherwin-Williams in Q4 2023 and held it in 6 quarters.
  • SageView Advisory Group's Sherwin-Williams position peaked at $808K in Q4 2023.
  • 1,701 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.