Valeo Financial 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 | $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
Valeo Financial Advisors's SHW Position: Q2 2026 in Review
Valeo Financial Advisors increased its Sherwin-Williams (SHW) stake by 4.1% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,856 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #388.
Valeo Financial Advisors first reported a position in SHW in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.11M in Q2 2025. 1,735 funds tracked by Wall St. Rank hold SHW as of Q2 2026.
- Valeo Financial Advisors held 1,856 shares of Sherwin-Williams worth $639K as of Q2 2026.
- Valeo Financial Advisors bought 73 Sherwin-Williams shares in Q2 2026, an estimated $23.3K.
- Sherwin-Williams made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #388 holding.
- Valeo Financial Advisors first reported a position in Sherwin-Williams in Q3 2017 and has held it in 33 quarters since.
- Valeo Financial Advisors's Sherwin-Williams position peaked at $1.11M in Q2 2025.
- 1,735 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.