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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
Q2 		$1.74M Buy
5,047
+291
+6% +$93K 0.01% 445
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 $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

Wealthspire Advisors (New York)'s SHW Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Sherwin-Williams (SHW) stake by 6.1% in Q2 2026, buying an estimated $93K and bringing the position to 5,047 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #445.

Wealthspire Advisors (New York) first reported a position in SHW in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.79M in Q2 2025. 1,747 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Wealthspire Advisors (New York) held 5,047 shares of Sherwin-Williams worth $1.74M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 291 Sherwin-Williams shares in Q2 2026, an estimated $93K.
  • Sherwin-Williams made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #445 holding.
  • Wealthspire Advisors (New York) first reported a position in Sherwin-Williams in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Sherwin-Williams position peaked at $3.79M in Q2 2025.
  • 1,747 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.