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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
Q2 		$594K Buy
1,725
+4
+0.2% +$1.28K 0.05% 286
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 $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

Wealth Alliance's SHW Position: Q2 2026 in Review

Wealth Alliance increased its Sherwin-Williams (SHW) stake by 0.23% in Q2 2026, buying an estimated $1.28K and bringing the position to 1,725 shares worth $594K. The position accounts for 0.05% of the portfolio, ranked #286.

Wealth Alliance first reported a position in SHW in Q4 2020 and has held it in 18 quarters since. The position peaked at $725K in Q1 2024. 1,744 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Wealth Alliance held 1,725 shares of Sherwin-Williams worth $594K as of Q2 2026.
  • Wealth Alliance bought 4 Sherwin-Williams shares in Q2 2026, an estimated $1.28K.
  • Sherwin-Williams made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #286 holding.
  • Wealth Alliance first reported a position in Sherwin-Williams in Q4 2020 and has held it in 18 quarters since.
  • Wealth Alliance's Sherwin-Williams position peaked at $725K in Q1 2024.
  • 1,744 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.