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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
Q2 		$1.6M Sell
4,647
-99
-2% -$31.6K 0.01% 750
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Waverly Advisors's SHW Position: Q2 2026 in Review

Waverly Advisors reduced its Sherwin-Williams (SHW) stake by 2.1% in Q2 2026, selling an estimated $31.6K and leaving 4,647 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #750.

Waverly Advisors first reported a position in SHW in Q4 2013 and has held it in 11 quarters since. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Waverly Advisors held 4,647 shares of Sherwin-Williams worth $1.6M as of Q2 2026.
  • Waverly Advisors sold 99 Sherwin-Williams shares in Q2 2026, an estimated $31.6K.
  • Sherwin-Williams made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #750 holding.
  • Waverly Advisors first reported a position in Sherwin-Williams in Q4 2013 and has held it in 11 quarters since.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.