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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
Q3 		$770K Sell
2,381
-845
-26% -$286K 0.05% 189
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return

YHB Investment Advisors's SHW Position: Q3 2026 in Review

YHB Investment Advisors reduced its Sherwin-Williams (SHW) stake by 26% in Q3 2026, selling an estimated $286K and leaving 2,381 shares worth $770K. The position accounts for 0.05% of the portfolio, ranked #189.

YHB Investment Advisors first reported a position in SHW in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.11M in Q2 2026. 56 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • YHB Investment Advisors held 2,381 shares of Sherwin-Williams worth $770K as of Q3 2026.
  • YHB Investment Advisors sold 845 Sherwin-Williams shares in Q3 2026, an estimated $286K.
  • Sherwin-Williams made up 0.05% of YHB Investment Advisors's portfolio in Q3 2026, its #189 holding.
  • YHB Investment Advisors first reported a position in Sherwin-Williams in Q1 2021 and has held it in 23 quarters since.
  • YHB Investment Advisors's Sherwin-Williams position peaked at $1.11M in Q2 2026.
  • 56 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.