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Wealth Alliance’s Sherwin-Williams SHW Stock Holding History

Wealth Alliance’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 		$552K Sell
1,721
-30
-2% -$10.3K 0.05% 272
2025
Q4 		$567K Sell
1,751
-39
-2% -$13K 0.06% 279
2025
Q3 		$620K Sell
1,790
-36
-2% -$12.7K 0.06% 258
2025
Q2 		$627K Buy
1,826
+43
+2% +$14.9K 0.07% 246
2025
Q1 		$623K Buy
1,783
+27
+2% +$9.48K 0.08% 234
2024
Q4 		$597K Sell
1,756
-95
-5% -$35.5K 0.07% 228
2024
Q3 		$706K Sell
1,851
-159
-8% -$55.5K 0.08% 210
2024
Q2 		$600K Sell
2,010
-76
-4% -$23.5K 0.08% 229
2024
Q1 		$725K Sell
2,086
-105
-5% -$33.5K 0.1% 201
2023
Q4 		$683K Sell
2,191
-108
-5% -$29K 0.1% 207
2023
Q3 		$586K Sell
2,299
-227
-9% -$60.8K 0.09% 214
2023
Q2 		$671K Buy
2,526
+282
+13% +$66.4K 0.1% 204
2023
Q1 		$504K Sell
2,244
-228
-9% -$52.2K 0.08% 237
2022
Q4 		$587K Buy
2,472
+1,346
+120% +$311K 0.1% 213
2022
Q3 		$230K Sell
1,126
-192
-15% -$45.5K 0.05% 390
2022
Q2 		$295K Buy
+1,318
New +$338K 0.06% 328
2021
Q1 		– Sell
-831
Closed -$203K – 407
2020
Q4 		$203K Buy
+831
New +$197K 0.06% 365

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

Wealth Alliance's SHW Position: Q1 2026 in Review

Wealth Alliance reduced its Sherwin-Williams (SHW) stake by 1.7% in Q1 2026, selling an estimated $10.3K and leaving 1,721 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #272.

Wealth Alliance first reported a position in SHW in Q4 2020 and has held it in 17 quarters since. The position peaked at $725K in Q1 2024. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Wealth Alliance held 1,721 shares of Sherwin-Williams worth $552K as of Q1 2026.
  • Wealth Alliance sold 30 Sherwin-Williams shares in Q1 2026, an estimated $10.3K.
  • Sherwin-Williams made up 0.05% of Wealth Alliance's portfolio in Q1 2026, its #272 holding.
  • Wealth Alliance first reported a position in Sherwin-Williams in Q4 2020 and has held it in 17 quarters since.
  • Wealth Alliance's Sherwin-Williams position peaked at $725K in Q1 2024.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.