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Values First Advisors’s Sherwin-Williams SHW Stock Holding History

Values First 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 		$303K Sell
879
-264
-23% -$84.3K 0.14% 153
2026
Q1 		$366K Buy
1,143
+20
+2% +$6.88K 0.19% 121
2025
Q4 		$364K Sell
1,123
-421
-27% -$141K 0.19% 121
2025
Q3 		$535K Sell
1,544
-24
-2% -$8.46K 0.29% 96
2025
Q2 		$539K Sell
1,568
-17
-1% -$5.89K 0.29% 100
2025
Q1 		$552K Sell
1,585
-238
-13% -$83.5K 0.32% 82
2024
Q4 		$620K Buy
1,823
+727
+66% +$271K 0.34% 80
2024
Q3 		$418K Sell
1,096
-121
-10% -$42.2K 0.23% 102
2024
Q2 		$363K Sell
1,217
-72
-6% -$22.3K 0.22% 104
2024
Q1 		$448K Buy
1,289
+83
+7% +$26.4K 0.26% 104
2023
Q4 		$376K Sell
1,206
-6
-0.5% -$1.61K 0.23% 117
2023
Q3 		$309K Sell
1,212
-112
-8% -$30K 0.2% 122
2023
Q2 		$351K Buy
1,324
+93
+8% +$21.9K 0.21% 117
2023
Q1 		$277K Sell
1,231
-70
-5% -$16K 0.18% 123
2022
Q4 		$309K Buy
1,301
+113
+10% +$26.1K 0.22% 114
2022
Q3 		$243K Sell
1,188
-87
-7% -$20.6K 0.17% 123
2022
Q2 		$285K Buy
1,275
+188
+17% +$48.2K 0.2% 117
2022
Q1 		$271K Buy
1,087
+52
+5% +$14.4K 0.17% 131
2021
Q4 		$364K Buy
+1,035
New +$334K 0.22% 117

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Values First Advisors's SHW Position: Q2 2026 in Review

Values First Advisors reduced its Sherwin-Williams (SHW) stake by 23% in Q2 2026, selling an estimated $84.3K and leaving 879 shares worth $303K. The position accounts for 0.14% of the portfolio, ranked #153.

Values First Advisors first reported a position in SHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $620K in Q4 2024. 1,741 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Values First Advisors held 879 shares of Sherwin-Williams worth $303K as of Q2 2026.
  • Values First Advisors sold 264 Sherwin-Williams shares in Q2 2026, an estimated $84.3K.
  • Sherwin-Williams made up 0.14% of Values First Advisors's portfolio in Q2 2026, its #153 holding.
  • Values First Advisors first reported a position in Sherwin-Williams in Q4 2021 and has held it in 19 quarters since.
  • Values First Advisors's Sherwin-Williams position peaked at $620K in Q4 2024.
  • 1,741 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.