AWE
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Avidian Wealth Enterprises’s Sherwin-Williams SHW Stock Holding History

Avidian Wealth Enterprises’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 		$367K Buy
1,067
+66
+7% +$21.1K 0.01% 546
2026
Q1 		$321K Buy
1,001
+36
+4% +$12.4K 0.01% 536
2025
Q4 		$313K Sell
965
-83
-8% -$27.8K 0.01% 469
2025
Q3 		$363K Buy
1,048
+89
+9% +$31.4K 0.01% 429
2025
Q2 		$329K Buy
959
+118
+14% +$40.9K 0.01% 423
2025
Q1 		$294K Buy
841
+210
+33% +$73.7K 0.01% 423
2024
Q4 		$214K Sell
631
-1
-0.2% -$373 0.01% 472
2024
Q3 		$241K Sell
632
-149
-19% -$52K 0.01% 444
2024
Q2 		$233K Buy
+781
New +$242K 0.01% 451

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Avidian Wealth Enterprises's SHW Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Sherwin-Williams (SHW) stake by 6.6% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,067 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #546.

Avidian Wealth Enterprises first reported a position in SHW in Q2 2024 and has held it in 9 quarters since. 1,736 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Avidian Wealth Enterprises held 1,067 shares of Sherwin-Williams worth $367K as of Q2 2026.
  • Avidian Wealth Enterprises bought 66 Sherwin-Williams shares in Q2 2026, an estimated $21.1K.
  • Sherwin-Williams made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #546 holding.
  • Avidian Wealth Enterprises first reported a position in Sherwin-Williams in Q2 2024 and has held it in 9 quarters since.
  • 1,736 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.