SOA Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

SOA Wealth 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 Q1	$334	Hold	1	–	–	﹤0.01%	792
2025 Q4	$337	Hold	1	–	–	﹤0.01%	793
2025 Q3	$359	Hold	1	–	–	﹤0.01%	816
2025 Q2	$355	Hold	1	–	–	﹤0.01%	801
2025 Q1	$360	Hold	1	–	–	﹤0.01%	806
2024 Q4	$350	Hold	1	–	–	﹤0.01%	797
2024 Q3	$392	Hold	1	–	–	﹤0.01%	765
2024 Q2	$306	Hold	1	–	–	﹤0.01%	787
2024 Q1	$355	Hold	1	–	–	﹤0.01%	826
2023 Q4	$318	Hold	1	–	–	﹤0.01%	824
2023 Q3	$260	Hold	1	–	–	﹤0.01%	859
2023 Q2	$270	Hold	1	–	–	﹤0.01%	863
2023 Q1	$228	Hold	1	–	–	﹤0.01%	896
2022 Q4	$240	Sell	1 -2	-67%	-$462	﹤0.01%	892
2022 Q3	$0	Sell	3 -2	-40%	-$474	﹤0.01%	977
2022 Q2	$1K	Sell	5 -42	-89%	-$10.8K	﹤0.01%	784
2022 Q1	$11K	Hold	47	–	–	﹤0.01%	576
2021 Q4	$16K	Hold	47	–	–	﹤0.01%	490
2021 Q3	$13K	Sell	47 -1	-2%	-$293	﹤0.01%	533
2021 Q2	$13K	Buy	48 +27	+129%	+$7.4K	﹤0.01%	532
2021 Q1	$5K	Sell	21 -45	-68%	-$10.7K	﹤0.01%	631
2020 Q4	$15K	Buy	+66	New	+$15.7K	﹤0.01%	454

Other funds holding SHW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SOA Wealth Advisors's SHW Position: Q1 2026 in Review

SOA Wealth Advisors held its Sherwin-Williams (SHW) position steady in Q1 2026 at 1 share worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #792.

SOA Wealth Advisors first reported a position in SHW in Q4 2020 and has held it in 22 quarters since. The position peaked at $16K in Q4 2021. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

SOA Wealth Advisors held 1 share of Sherwin-Williams worth $334 as of Q1 2026.
SOA Wealth Advisors left its Sherwin-Williams share count unchanged in Q1 2026.
Sherwin-Williams made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #792 holding.
SOA Wealth Advisors first reported a position in Sherwin-Williams in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Sherwin-Williams position peaked at $16K in Q4 2021.
1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.