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Savvy Advisors Inc’s Sherwin-Williams SHW Stock Holding History

Savvy Advisors Inc’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 		$746K Sell
2,167
-288
-12% -$92K 0.02% 638
2026
Q1 		$787K Buy
2,455
+456
+23% +$157K 0.02% 504
2025
Q4 		$648K Buy
1,999
+790
+65% +$264K 0.02% 480
2025
Q3 		$419K Buy
1,209
+36
+3% +$12.7K 0.02% 488
2025
Q2 		$403K Buy
1,173
+370
+46% +$128K 0.03% 410
2025
Q1 		$280K Buy
+803
New +$282K 0.03% 408
2024
Q4 		– Sell
-568
Closed -$217K – 478
2024
Q3 		$217K Buy
+568
New +$198K 0.04% 322

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Savvy Advisors Inc's SHW Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Sherwin-Williams (SHW) stake by 12% in Q2 2026, selling an estimated $92K and leaving 2,167 shares worth $746K. The position accounts for 0.02% of the portfolio, ranked #638.

Savvy Advisors Inc first reported a position in SHW in Q3 2024 and has held it in 7 quarters since. The position peaked at $787K in Q1 2026. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Savvy Advisors Inc held 2,167 shares of Sherwin-Williams worth $746K as of Q2 2026.
  • Savvy Advisors Inc sold 288 Sherwin-Williams shares in Q2 2026, an estimated $92K.
  • Sherwin-Williams made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #638 holding.
  • Savvy Advisors Inc first reported a position in Sherwin-Williams in Q3 2024 and has held it in 7 quarters since.
  • Savvy Advisors Inc's Sherwin-Williams position peaked at $787K in Q1 2026.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.