Sequoia Financial Advisors’s Sherwin-Williams SHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $23.6M | Sell |
68,554
-70,344
| -51% | -$22.5M | 0.12% | 128 |
|
|
2026
Q1 | $44.5M | Sell |
138,898
-6,046
| -4% | -$2.08M | 0.25% | 73 |
|
|
2025
Q4 | $47M | Buy |
144,944
+10,943
| +8% | +$3.66M | 0.26% | 70 |
|
|
2025
Q3 | $46.4M | Buy |
134,001
+26,642
| +25% | +$9.39M | 0.28% | 72 |
|
|
2025
Q2 | $36.9M | Sell |
107,359
-45,243
| -30% | -$15.7M | 0.25% | 84 |
|
|
2025
Q1 | $53.3M | Buy |
152,602
+53,765
| +54% | +$18.9M | 0.41% | 55 |
|
|
2024
Q4 | $33.6M | Buy |
98,837
+50,904
| +106% | +$19M | 0.32% | 70 |
|
|
2024
Q3 | $18.3M | Sell |
47,933
-6,468
| -12% | -$2.26M | 0.2% | 105 |
|
|
2024
Q2 | $16.2M | Buy |
54,401
+523
| +1% | +$162K | 0.2% | 104 |
|
|
2024
Q1 | $18.7M | Sell |
53,878
-5,108
| -9% | -$1.63M | 0.23% | 93 |
|
|
2023
Q4 | $18.4M | Buy |
58,986
+1,897
| +3% | +$510K | 0.23% | 90 |
|
|
2023
Q3 | $14.6M | Buy |
57,089
+1,773
| +3% | +$475K | 0.26% | 77 |
|
|
2023
Q2 | $14.7M | Buy |
55,316
+744
| +1% | +$175K | 0.25% | 78 |
|
|
2023
Q1 | $12.3M | Buy |
54,572
+2,479
| +5% | +$567K | 0.27% | 67 |
|
|
2022
Q4 | $12.4M | Buy |
52,093
+30,850
| +145% | +$7.13M | 0.3% | 64 |
|
|
2022
Q3 | $4.35M | Buy |
21,243
+4,362
| +26% | +$1.03M | 0.14% | 125 |
|
|
2022
Q2 | $3.78M | Sell |
16,881
-18,960
| -53% | -$4.86M | 0.11% | 137 |
|
|
2022
Q1 | $8.95M | Buy |
35,841
+23,033
| +180% | +$6.36M | 0.22% | 90 |
|
|
2021
Q4 | $4.51M | Buy |
12,808
+6,350
| +98% | +$2.05M | 0.12% | 116 |
|
|
2021
Q3 | $1.81M | Sell |
6,458
-20,923
| -76% | -$6.12M | 0.18% | 78 |
|
|
2021
Q2 | $7.46M | Buy |
27,381
+14,151
| +107% | +$3.88M | 0.27% | 67 |
|
|
2021
Q1 | $3.25M | Sell |
13,230
-165
| -1% | -$39.3K | 0.14% | 95 |
|
|
2020
Q4 | $3.28M | Buy |
13,395
+3
| +0% | +$712 | 0.15% | 91 |
|
|
2020
Q3 | $3.11M | Sell |
13,392
-570
| -4% | -$124K | 0.16% | 83 |
|
|
2020
Q2 | $2.69M | Buy |
13,962
+1,056
| +8% | +$190K | 0.16% | 76 |
|
|
2020
Q1 | $1.98M | Sell |
12,906
-6
| -0% | -$1.08K | 0.15% | 79 |
|
|
2019
Q4 | $2.51M | Sell |
12,912
-150
| -1% | -$28.6K | 0.16% | 82 |
|
|
2019
Q3 | $2.39M | Sell |
13,062
-1,659
| -11% | -$282K | 0.17% | 75 |
|
|
2019
Q2 | $2.25M | Buy |
14,721
+1,806
| +14% | +$270K | 0.17% | 78 |
|
|
2019
Q1 | $1.85M | Sell |
12,915
-324
| -2% | -$45.1K | 0.15% | 84 |
|
|
2018
Q4 | $1.74M | Buy |
13,239
+624
| +5% | +$84.2K | 0.2% | 75 |
|
|
2018
Q3 | $1.91M | Buy |
12,615
+372
| +3% | +$55.1K | 0.19% | 79 |
|
|
2018
Q2 | $1.66M | Buy |
12,243
+3
| +0% | +$388 | 0.18% | 84 |
|
|
2018
Q1 | $1.6M | Buy |
12,240
+1,665
| +16% | +$227K | 0.17% | 86 |
|
|
2017
Q4 | $1.45M | Buy |
10,575
+3,048
| +40% | +$401K | 0.15% | 93 |
|
|
2017
Q3 | $898K | Sell |
7,527
-1,569
| -17% | -$180K | 0.11% | 115 |
|
|
2017
Q2 | $1.06M | Buy |
9,096
+84
| +0.9% | +$9.39K | 0.13% | 103 |
|
|
2017
Q1 | $932K | Buy |
9,012
+3
| +0% | +$302 | 0.12% | 107 |
|
|
2016
Q4 | $807K | Buy |
9,009
+3
| +0% | +$265 | 0.12% | 115 |
|
|
2016
Q3 | $830K | Buy |
9,006
+3
| +0% | +$291 | 0.15% | 92 |
|
|
2016
Q2 | $881K | Sell |
9,003
-87
| -1% | -$8.47K | 0.25% | 84 |
|
|
2016
Q1 | $863K | Hold |
9,090
| – | – | 0.28% | 68 |
|
|
2015
Q4 | $787K | Hold |
9,090
| – | – | 0.32% | 63 |
|
|
2015
Q3 | $675K | Hold |
9,090
| – | – | 0.29% | 68 |
|
|
2015
Q2 | $833K | Buy |
+9,090
| New | +$862K | 0.35% | 65 |
|
Other funds holding SHW
Sequoia Financial Advisors's SHW Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its Sherwin-Williams (SHW) stake by 51% in Q2 2026, selling an estimated $22.5M and leaving 68,554 shares worth $23.6M. The position accounts for 0.12% of the portfolio, ranked #128.
Sequoia Financial Advisors first reported a position in SHW in Q2 2015 and has held it in 45 quarters since. The position peaked at $53.3M in Q1 2025. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Sequoia Financial Advisors held 68,554 shares of Sherwin-Williams worth $23.6M as of Q2 2026.
- Sequoia Financial Advisors sold 70,344 Sherwin-Williams shares in Q2 2026, an estimated $22.5M.
- Sherwin-Williams made up 0.12% of Sequoia Financial Advisors's portfolio in Q2 2026, its #128 holding.
- Sequoia Financial Advisors first reported a position in Sherwin-Williams in Q2 2015 and has held it in 45 quarters since.
- Sequoia Financial Advisors's Sherwin-Williams position peaked at $53.3M in Q1 2025.
- 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.