Strategic Investment 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
$485K Sell
1,407
-74
-5% -$23.6K 0.03% 218
2026
Q1
$474K Buy
+1,481
New +$510K 0.03% 226
2025
Q4
– Sell
-806
Closed -$279K – 269
2025
Q3
$279K Sell
806
-50
-6% -$17.6K 0.03% 221
2025
Q2
$294K Buy
856
+91
+12% +$31.5K 0.03% 207
2025
Q1
$267K Buy
+765
New +$268K 0.03% 220

Other funds holding SHW

Strategic Investment Advisors's SHW Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Sherwin-Williams (SHW) stake by 5% in Q2 2026, selling an estimated $23.6K and leaving 1,407 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #218.

Strategic Investment Advisors first reported a position in SHW in Q1 2025 and has held it in 5 quarters since. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Strategic Investment Advisors held 1,407 shares of Sherwin-Williams worth $485K as of Q2 2026.
  • Strategic Investment Advisors sold 74 Sherwin-Williams shares in Q2 2026, an estimated $23.6K.
  • Sherwin-Williams made up 0.03% of Strategic Investment Advisors's portfolio in Q2 2026, its #218 holding.
  • Strategic Investment Advisors first reported a position in Sherwin-Williams in Q1 2025 and has held it in 5 quarters since.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

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