VFA
SHW icon

Valeo Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Valeo Financial 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
Q3 		$616K Buy
1,905
+49
+3% +$16.6K 0.01% 401
2026
Q2 		$639K Buy
1,856
+73
+4% +$23.3K 0.01% 388
2026
Q1 		$572K Sell
1,783
-869
-33% -$299K 0.01% 383
2025
Q4 		$859K Sell
2,652
-309
-10% -$103K 0.02% 338
2025
Q3 		$1.03M Sell
2,961
-284
-9% -$100K 0.02% 297
2025
Q2 		$1.11M Buy
3,245
+364
+13% +$126K 0.03% 275
2025
Q1 		$1.01M Sell
2,881
-143
-5% -$50.2K 0.03% 261
2024
Q4 		$1.03M Buy
3,024
+156
+5% +$58.2K 0.03% 260
2024
Q3 		$1.09M Buy
2,868
+232
+9% +$81K 0.03% 241
2024
Q2 		$787K Buy
2,636
+193
+8% +$59.7K 0.02% 286
2024
Q1 		$742K Buy
2,443
+352
+17% +$112K 0.03% 287
2023
Q4 		$652K Sell
2,091
-76
-4% -$20.4K 0.03% 288
2023
Q3 		$553K Buy
2,167
+203
+10% +$54.3K 0.03% 310
2023
Q2 		$521K Sell
1,964
-526
-21% -$124K 0.02% 307
2023
Q1 		$560K Buy
2,490
+1,450
+139% +$332K 0.03% 310
2022
Q4 		$247K Buy
+1,040
New +$240K 0.01% 433
2022
Q2 		– Sell
-1,108
Closed -$277K – 633
2022
Q1 		$277K Buy
1,108
+366
+49% +$101K 0.01% 468
2021
Q4 		$261K Buy
742
+22
+3% +$7.11K 0.01% 442
2021
Q3 		$201K Buy
+720
New +$211K 0.01% 498
2021
Q2 		– Sell
-384
Closed -$94K – 1595
2021
Q1 		$94K Buy
384
+138
+56% +$32.9K ﹤0.01% 649
2020
Q4 		$60K Sell
246
-9
-4% -$2.13K ﹤0.01% 712
2020
Q3 		$59K Sell
255
-102
-29% -$22.3K 0.01% 611
2020
Q2 		$69K Buy
357
+111
+45% +$20K 0.01% 618
2020
Q1 		$40K Hold
246
– – ﹤0.01% 676
2019
Q4 		$48K Buy
246
+90
+58% +$17.2K ﹤0.01% 664
2019
Q3 		$29K Sell
156
-150
-49% -$25.5K ﹤0.01% 755
2019
Q2 		$47K Sell
306
-57
-16% -$8.52K 0.01% 626
2019
Q1 		$52K Sell
363
-537
-60% -$74.7K 0.01% 542
2018
Q4 		$118K Sell
900
-477
-35% -$64.4K 0.02% 351
2018
Q3 		$181K Buy
1,377
+402
+41% +$59.5K 0.02% 289
2018
Q2 		$142K Buy
975
+612
+169% +$79.2K 0.02% 343
2018
Q1 		$47K Hold
363
– – 0.01% 500
2017
Q4 		$50K Buy
363
+87
+32% +$11.4K 0.01% 469
2017
Q3 		$33K Buy
+276
New +$31.7K 0.01% 478

Other funds holding SHW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Valeo Financial Advisors's SHW Position: Q3 2026 in Review

Valeo Financial Advisors increased its Sherwin-Williams (SHW) stake by 2.6% in Q3 2026, buying an estimated $16.6K and bringing the position to 1,905 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #401.

Valeo Financial Advisors first reported a position in SHW in Q3 2017 and has held it in 34 quarters since. The position peaked at $1.11M in Q2 2025. 53 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Valeo Financial Advisors held 1,905 shares of Sherwin-Williams worth $616K as of Q3 2026.
  • Valeo Financial Advisors bought 49 Sherwin-Williams shares in Q3 2026, an estimated $16.6K.
  • Sherwin-Williams made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #401 holding.
  • Valeo Financial Advisors first reported a position in Sherwin-Williams in Q3 2017 and has held it in 34 quarters since.
  • Valeo Financial Advisors's Sherwin-Williams position peaked at $1.11M in Q2 2025.
  • 53 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.