Univest Financial’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
Q1 | $9.92M | Sell |
30,950
-4,736
| -13% | -$1.63M | 0.56% | 44 |
|
|
2025
Q4 | $11.6M | Sell |
35,686
-244
| -0.7% | -$81.6K | 0.61% | 41 |
|
|
2025
Q3 | $12.4M | Buy |
35,930
+1,515
| +4% | +$534K | 0.7% | 35 |
|
|
2025
Q2 | $11.8M | Sell |
34,415
-117
| -0.3% | -$40.5K | 0.71% | 32 |
|
|
2025
Q1 | $12.1M | Buy |
34,532
+208
| +0.6% | +$73K | 0.79% | 28 |
|
|
2024
Q4 | $11.7M | Sell |
34,324
-2,114
| -6% | -$789K | 0.74% | 32 |
|
|
2024
Q3 | $13.9M | Buy |
36,438
+24,617
| +208% | +$8.59M | 0.92% | 28 |
|
|
2024
Q2 | $3.53M | Sell |
11,821
-320
| -3% | -$99K | 0.98% | 37 |
|
|
2024
Q1 | $4.22M | Sell |
12,141
-7,334
| -38% | -$2.34M | 1.19% | 29 |
|
|
2023
Q4 | $6.07M | Sell |
19,475
-91
| -0.5% | -$24.5K | 1.8% | 17 |
|
|
2023
Q3 | $4.99M | Sell |
19,566
-3,353
| -15% | -$898K | 1.67% | 20 |
|
|
2023
Q2 | $6.09M | Buy |
22,919
+337
| +1% | +$79.3K | 1.84% | 14 |
|
|
2023
Q1 | $5.08M | Buy |
22,582
+7,240
| +47% | +$1.66M | 1.58% | 23 |
|
|
2022
Q4 | $3.64M | Sell |
15,342
-351
| -2% | -$81.2K | 1.15% | 32 |
|
|
2022
Q3 | $3.21M | Sell |
15,693
-2,723
| -15% | -$645K | 1.05% | 34 |
|
|
2022
Q2 | $4.12M | Buy |
18,416
+707
| +4% | +$181K | 1.34% | 27 |
|
|
2022
Q1 | $4.42M | Buy |
17,709
+1,511
| +9% | +$417K | 1.25% | 32 |
|
|
2021
Q4 | $5.71M | Sell |
16,198
-388
| -2% | -$125K | 1.45% | 22 |
|
|
2021
Q3 | $4.64M | Sell |
16,586
-403
| -2% | -$118K | 1.3% | 30 |
|
|
2021
Q2 | $4.63M | Sell |
16,989
-921
| -5% | -$252K | 1.27% | 31 |
|
|
2021
Q1 | $4.41M | Buy |
17,910
+4,395
| +33% | +$1.05M | 1.24% | 33 |
|
|
2020
Q4 | $3.31M | Sell |
13,515
-1,131
| -8% | -$268K | 0.96% | 41 |
|
|
2020
Q3 | $3.4M | Sell |
14,646
-735
| -5% | -$160K | 1.08% | 39 |
|
|
2020
Q2 | $2.96M | Buy |
15,381
+222
| +1% | +$40K | 0.98% | 42 |
|
|
2020
Q1 | $2.32M | Buy |
+15,159
| New | +$2.73M | 0.92% | 42 |
|
|
2019
Q4 | – | Sell |
-14,784
| Closed | -$2.71M | – | 125 |
|
|
2019
Q3 | $2.71M | Sell |
14,784
-183
| -1% | -$31.1K | 0.87% | 42 |
|
|
2019
Q2 | $2.29M | Buy |
14,967
+21
| +0.1% | +$3.14K | 0.72% | 48 |
|
|
2019
Q1 | $2.15M | Sell |
14,946
-141
| -0.9% | -$19.6K | 0.7% | 50 |
|
|
2018
Q4 | $1.98M | Sell |
15,087
-4,254
| -22% | -$574K | 0.73% | 48 |
|
|
2018
Q3 | $2.94M | Sell |
19,341
-714
| -4% | -$106K | 0.9% | 46 |
|
|
2018
Q2 | $2.73M | Sell |
20,055
-666
| -3% | -$86.2K | 1.09% | 44 |
|
|
2018
Q1 | $2.71M | Sell |
20,721
-876
| -4% | -$119K | 1.17% | 41 |
|
|
2017
Q4 | $2.95M | Buy |
21,597
+513
| +2% | +$67.4K | 1.19% | 45 |
|
|
2017
Q3 | $2.52M | Buy |
+21,084
| New | +$2.42M | 1.06% | 45 |
|
Other funds holding SHW
VCM
VPM
Univest Financial's SHW Position: Q1 2026 in Review
Univest Financial reduced its Sherwin-Williams (SHW) stake by 13% in Q1 2026, selling an estimated $1.63M and leaving 30,950 shares worth $9.92M. The position accounts for 0.56% of the portfolio, ranked #44.
Univest Financial first reported a position in SHW in Q3 2017 and has held it in 34 quarters since. The position peaked at $13.9M in Q3 2024. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.
- Univest Financial held 30,950 shares of Sherwin-Williams worth $9.92M as of Q1 2026.
- Univest Financial sold 4,736 Sherwin-Williams shares in Q1 2026, an estimated $1.63M.
- Sherwin-Williams made up 0.56% of Univest Financial's portfolio in Q1 2026, its #44 holding.
- Univest Financial first reported a position in Sherwin-Williams in Q3 2017 and has held it in 34 quarters since.
- Univest Financial's Sherwin-Williams position peaked at $13.9M in Q3 2024.
- 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.
Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.