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Wellspring Financial Advisors’s Sherwin-Williams SHW Stock Holding History

Wellspring Financial 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
Q1 		– Sell
-1,752
Closed -$568K – 308
2025
Q4 		$568K Buy
+1,752
New +$586K 0.04% 137
2025
Q3 		– Sell
-642
Closed -$220K – 201
2025
Q2 		$220K Buy
+642
New +$222K 0.02% 153
2024
Q4 		– Sell
-719
Closed -$275K – 172
2024
Q3 		$275K Buy
+719
New +$251K 0.03% 119
2024
Q1 		– Sell
-679
Closed -$212K – 149
2023
Q4 		$212K Buy
+679
New +$183K 0.05% 120

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

Wellspring Financial Advisors's SHW Position: Q1 2026 in Review

Wellspring Financial Advisors sold out of Sherwin-Williams (SHW) in Q1 2026, closing a stake of 1,752 shares — an estimated $568K sold.

Wellspring Financial Advisors first reported a position in SHW in Q4 2023 and held it in 4 quarters. The position peaked at $568K in Q4 2025. 1,689 funds tracked by Wall St. Rank hold SHW as of Q1 2026.

  • Wellspring Financial Advisors reported no remaining Sherwin-Williams position as of Q1 2026 after selling out during the quarter.
  • Wellspring Financial Advisors sold 1,752 Sherwin-Williams shares in Q1 2026, an estimated $568K.
  • Wellspring Financial Advisors first reported a position in Sherwin-Williams in Q4 2023 and held it in 4 quarters.
  • Wellspring Financial Advisors's Sherwin-Williams position peaked at $568K in Q4 2025.
  • 1,689 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2026.

Based on Wellspring Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.