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Waverly Advisors’s Sherwin-Williams SHW Stock Holding History

Waverly 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
Q1 		$1.52M Buy
4,746
+388
+9% +$134K 0.01% 702
2025
Q4 		$1.41M Buy
4,358
+1,971
+83% +$659K 0.01% 663
2025
Q3 		$826K Buy
2,387
+14
+0.6% +$4.94K 0.01% 693
2025
Q2 		$815K Buy
2,373
+182
+8% +$63.1K 0.01% 668
2025
Q1 		$765K Sell
2,191
-563
-20% -$198K 0.01% 667
2024
Q4 		$936K Buy
2,754
+1,525
+124% +$569K 0.01% 530
2024
Q3 		$469K Sell
1,229
-3,421
-74% -$1.19M 0.01% 596
2024
Q2 		$1.39M Buy
4,650
+3,663
+371% +$1.13M 0.03% 377
2024
Q1 		$343K Buy
+987
New +$314K 0.01% 541
2014
Q1 		– Sell
-81
Closed -$5K – 814
2013
Q4 		$5K Buy
+81
New +$4.96K ﹤0.01% 681

Other funds holding SHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Waverly Advisors's SHW Position: Q1 2026 in Review

Waverly Advisors increased its Sherwin-Williams (SHW) stake by 8.9% in Q1 2026, buying an estimated $134K and bringing the position to 4,746 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #702.

Waverly Advisors first reported a position in SHW in Q4 2013 and has held it in 10 quarters since. 1,687 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Waverly Advisors held 4,746 shares of Sherwin-Williams worth $1.52M as of Q1 2026.
  • Waverly Advisors bought 388 Sherwin-Williams shares in Q1 2026, an estimated $134K.
  • Sherwin-Williams made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #702 holding.
  • Waverly Advisors first reported a position in Sherwin-Williams in Q4 2013 and has held it in 10 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.