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Wealthspire Advisors (New York)’s Sherwin-Williams SHW Stock Holding History

Wealthspire Advisors (New York)’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 Sell
4,756
-4,755
-50% -$1.64M 0.01% 328
2025
Q4 		$3.08M Buy
9,511
+4,716
+98% +$1.58M 0.02% 226
2025
Q3 		$1.66M Sell
4,795
-6,235
-57% -$2.2M 0.01% 302
2025
Q2 		$3.79M Buy
11,030
+920
+9% +$319K 0.02% 186
2025
Q1 		$3.53M Buy
10,110
+5,229
+107% +$1.84M 0.02% 189
2024
Q4 		$1.66M Sell
4,881
-15
-0.3% -$5.6K 0.02% 271
2024
Q3 		$1.87M Buy
4,896
+3,102
+173% +$1.08M 0.02% 267
2024
Q2 		$535K Sell
1,794
-94
-5% -$29.1K 0.01% 418
2024
Q1 		$656K Sell
1,888
-130
-6% -$41.4K 0.01% 376
2023
Q4 		$630K Buy
2,018
+167
+9% +$44.9K 0.01% 381
2023
Q3 		$472K Buy
1,851
+333
+22% +$89.1K 0.01% 404
2023
Q2 		$403K Buy
1,518
+92
+6% +$21.7K 0.01% 406
2023
Q1 		$321K Sell
1,426
-427
-23% -$97.7K 0.01% 425
2022
Q4 		$440K Buy
1,853
+509
+38% +$118K 0.01% 387
2022
Q3 		$275K Buy
1,344
+11
+0.8% +$2.61K 0.01% 426
2022
Q2 		$298K Buy
1,333
+84
+7% +$21.6K 0.01% 402
2022
Q1 		$312K Sell
1,249
-907
-42% -$251K 0.01% 343
2021
Q4 		$759K Sell
2,156
-1,205
-36% -$389K 0.02% 261
2021
Q3 		$940K Buy
3,361
+1,626
+94% +$476K 0.02% 255
2021
Q2 		$473K Sell
1,735
-3,116
-64% -$854K 0.01% 233
2021
Q1 		$1.19M Buy
4,851
+684
+16% +$163K 0.03% 232
2020
Q4 		$1.02M Buy
4,167
+2,526
+154% +$599K 0.03% 203
2020
Q3 		$381K Sell
1,641
-9
-0.5% -$1.97K 0.02% 208
2020
Q2 		$318K Sell
1,650
-5,130
-76% -$925K 0.02% 201
2020
Q1 		$1.04M Buy
6,780
+5,457
+412% +$985K 0.04% 193
2019
Q4 		$257K Buy
+1,323
New +$252K 0.02% 169
2019
Q1 		– Sell
-120
Closed -$16K – 666
2018
Q4 		$16K Buy
+120
New +$16.2K ﹤0.01% 395

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

Wealthspire Advisors (New York)'s SHW Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Sherwin-Williams (SHW) stake by 50% in Q1 2026, selling an estimated $1.64M and leaving 4,756 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #328.

Wealthspire Advisors (New York) first reported a position in SHW in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.79M in Q2 2025. 1,688 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,756 shares of Sherwin-Williams worth $1.52M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,755 Sherwin-Williams shares in Q1 2026, an estimated $1.64M.
  • Sherwin-Williams made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #328 holding.
  • Wealthspire Advisors (New York) first reported a position in Sherwin-Williams in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s Sherwin-Williams position peaked at $3.79M in Q2 2025.
  • 1,688 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.