SW
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SVB Wealth’s Sherwin-Williams SHW Stock Holding History

SVB Wealth’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 		– Sell
-715
Closed -$232K – 407
2025
Q4 		$232K Sell
715
-77
-10% -$25.8K 0.01% 368
2025
Q3 		$274K Sell
792
-36
-4% -$12.7K 0.01% 367
2025
Q2 		$285K Buy
+828
New +$287K 0.02% 373
2025
Q1 		– Sell
-1,099
Closed -$374K – 1753
2024
Q4 		$374K Buy
+1,099
New +$410K 0.01% 494
2024
Q3 		– Sell
-1,187
Closed -$354K – 505
2024
Q2 		$354K Sell
1,187
-456
-28% -$141K 0.01% 511
2024
Q1 		$571K Sell
1,643
-127
-7% -$40.5K 0.01% 449
2023
Q4 		$552K Buy
1,770
+336
+23% +$90.4K 0.01% 455
2023
Q3 		$366K Sell
1,434
-79
-5% -$21.1K 0.01% 544
2023
Q2 		$402K Sell
1,513
-322
-18% -$75.8K 0.01% 553
2023
Q1 		$412K Sell
1,835
-596
-25% -$136K 0.01% 596
2022
Q4 		$577K Buy
2,431
+8
+0.3% +$1.85K 0.01% 526
2022
Q3 		$496K Buy
2,423
+831
+52% +$197K 0.01% 535
2022
Q2 		$357K Buy
1,592
+331
+26% +$84.9K 0.01% 514
2022
Q1 		$314K Sell
1,261
-333
-21% -$92K ﹤0.01% 575
2021
Q4 		$562K Sell
1,594
-601
-27% -$194K 0.01% 427
2021
Q3 		$614K Buy
2,195
+237
+12% +$69.4K 0.01% 539
2021
Q2 		$534K Buy
1,958
+350
+22% +$95.9K 0.01% 557
2021
Q1 		$396K Buy
1,608
+15
+0.9% +$3.57K 0.01% 583
2020
Q4 		$390K Buy
1,593
+108
+7% +$25.6K 0.01% 539
2020
Q3 		$345K Buy
1,485
+138
+10% +$30.1K 0.01% 492
2020
Q2 		$259K Buy
+1,347
New +$243K ﹤0.01% 491
2020
Q1 		– Sell
-2,823
Closed -$549K – 680
2019
Q4 		$549K Buy
+2,823
New +$538K 0.01% 399

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SVB Wealth's SHW Position: Q1 2026 in Review

SVB Wealth sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 715 shares — an estimated $232K sold.

SVB Wealth first reported a position in SHW in Q4 2019 and held it in 22 quarters. The position peaked at $614K in Q3 2021. 1,698 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • SVB Wealth reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • SVB Wealth sold 715 Sherwin-Williams shares in Q1 2026, an estimated $232K.
  • SVB Wealth first reported a position in Sherwin-Williams in Q4 2019 and held it in 22 quarters.
  • SVB Wealth's Sherwin-Williams position peaked at $614K in Q3 2021.
  • 1,698 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on SVB Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.