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Strategic Investment Advisors’s Sherwin-Williams SHW Stock Holding History

Strategic Investment 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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Strategic Investment Advisors's SHW Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Sherwin-Williams (SHW) in Q1 2026: 1,481 shares worth $474K. The stake represents 0.03% of the portfolio and ranks #226 among its holdings. This is a return to the name: Strategic Investment Advisors previously reported a position in SHW as recently as Q3 2025.

Strategic Investment Advisors first reported a position in SHW in Q1 2025 and has held it in 4 quarters since. 1,690 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Strategic Investment Advisors held 1,481 shares of Sherwin-Williams worth $474K as of Q1 2026.
  • Sherwin-Williams was a new Strategic Investment Advisors position in Q1 2026.
  • Sherwin-Williams made up 0.03% of Strategic Investment Advisors's portfolio in Q1 2026, its #226 holding.
  • Strategic Investment Advisors first reported a position in Sherwin-Williams in Q1 2025 and has held it in 4 quarters since.
  • 1,690 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.