VWA
SHW icon

Valued Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Valued Wealth 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
Q2 		$16.9K Sell
49
-5
-9% -$1.6K 0.01% 224
2026
Q1 		$17.3K Buy
54
+12
+29% +$4.13K 0.01% 193
2025
Q4 		$13.6K Sell
42
-1
-2% -$335 0.01% 198
2025
Q3 		$14.9K Hold
43
– – 0.01% 182
2025
Q2 		$14.8K Sell
43
-1
-2% -$346 0.01% 176
2025
Q1 		$15.4K Buy
44
+1
+2% +$351 0.01% 178
2024
Q4 		$14.6K Sell
43
-25
-37% -$9.33K 0.01% 184
2024
Q3 		$26K Buy
68
+32
+89% +$11.2K 0.02% 124
2024
Q2 		$10.7K Buy
36
+10
+38% +$3.09K 0.01% 187
2024
Q1 		$9.03K Buy
26
+8
+44% +$2.55K 0.01% 193
2023
Q4 		$4.59K Buy
+18
New +$4.84K ﹤0.01% 209

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Valued Wealth Advisors's SHW Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Sherwin-Williams (SHW) stake by 9.3% in Q2 2026, selling an estimated $1.6K and leaving 49 shares worth $16.9K. The position accounts for 0.01% of the portfolio, ranked #224.

Valued Wealth Advisors first reported a position in SHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $26K in Q3 2024. 475 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Valued Wealth Advisors held 49 shares of Sherwin-Williams worth $16.9K as of Q2 2026.
  • Valued Wealth Advisors sold 5 Sherwin-Williams shares in Q2 2026, an estimated $1.6K.
  • Sherwin-Williams made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • Valued Wealth Advisors first reported a position in Sherwin-Williams in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Sherwin-Williams position peaked at $26K in Q3 2024.
  • 475 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.