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
Q3 		$440K Buy
1,360
+293
+27% +$99K 0.01% 514
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

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
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
SCA
Stokes Capital Advisors Greenwood, South Carolina $455M AUM 9.69% 1-Year Est. Return
CBT
Central Bank & Trust Lexington, Kentucky $701M AUM 26.18% 1-Year Est. Return

Avidian Wealth Enterprises's SHW Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Sherwin-Williams (SHW) stake by 27% in Q3 2026, buying an estimated $99K and bringing the position to 1,360 shares worth $440K. The position accounts for 0.01% of the portfolio, ranked #514.

Avidian Wealth Enterprises first reported a position in SHW in Q2 2024 and has held it in 10 quarters since. 70 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Avidian Wealth Enterprises held 1,360 shares of Sherwin-Williams worth $440K as of Q3 2026.
  • Avidian Wealth Enterprises bought 293 Sherwin-Williams shares in Q3 2026, an estimated $99K.
  • Sherwin-Williams made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #514 holding.
  • Avidian Wealth Enterprises first reported a position in Sherwin-Williams in Q2 2024 and has held it in 10 quarters since.
  • 70 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.