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YHB Investment Advisors’s Sherwin-Williams SHW Stock Holding History

YHB Investment 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
Q2 		$1.11M Sell
3,226
-32
-1% -$10.2K 0.07% 164
2026
Q1 		$1.04M Buy
3,258
+144
+5% +$49.6K 0.07% 165
2025
Q4 		$1.01M Buy
3,114
+210
+7% +$70.2K 0.07% 164
2025
Q3 		$1.01M Buy
2,904
+250
+9% +$88.1K 0.07% 160
2025
Q2 		$911K Buy
2,654
+467
+21% +$162K 0.07% 165
2025
Q1 		$764K Buy
2,187
+401
+22% +$141K 0.06% 166
2024
Q4 		$607K Buy
1,786
+64
+4% +$23.9K 0.05% 187
2024
Q3 		$657K Buy
1,722
+163
+10% +$56.9K 0.05% 180
2024
Q2 		$465K Buy
1,559
+145
+10% +$44.9K 0.04% 200
2024
Q1 		$491K Buy
1,414
+117
+9% +$37.3K 0.04% 190
2023
Q4 		$405K Buy
1,297
+117
+10% +$31.5K 0.04% 203
2023
Q3 		$301K Buy
1,180
+86
+8% +$23K 0.03% 225
2023
Q2 		$290K Buy
1,094
+11
+1% +$2.59K 0.03% 229
2023
Q1 		$243K Sell
1,083
-139
-11% -$31.8K 0.02% 253
2022
Q4 		$290K Buy
1,222
+67
+6% +$15.5K 0.03% 227
2022
Q3 		$237K Hold
1,155
– – 0.03% 249
2022
Q2 		$259K Sell
1,155
-8
-0.7% -$2.05K 0.03% 238
2022
Q1 		$290K Buy
1,163
+105
+10% +$29K 0.03% 246
2021
Q4 		$373K Sell
1,058
-22
-2% -$7.11K 0.03% 233
2021
Q3 		$302K Buy
1,080
+148
+16% +$43.3K 0.03% 245
2021
Q2 		$254K Sell
932
-1,624
-64% -$445K 0.02% 269
2021
Q1 		$227K Buy
+2,556
New +$609K 0.02% 278

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

YHB Investment Advisors's SHW Position: Q2 2026 in Review

YHB Investment Advisors reduced its Sherwin-Williams (SHW) stake by 0.98% in Q2 2026, selling an estimated $10.2K and leaving 3,226 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #164.

YHB Investment Advisors first reported a position in SHW in Q1 2021 and has held it in 22 quarters since. 475 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • YHB Investment Advisors held 3,226 shares of Sherwin-Williams worth $1.11M as of Q2 2026.
  • YHB Investment Advisors sold 32 Sherwin-Williams shares in Q2 2026, an estimated $10.2K.
  • Sherwin-Williams made up 0.07% of YHB Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • YHB Investment Advisors first reported a position in Sherwin-Williams in Q1 2021 and has held it in 22 quarters since.
  • 475 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.