EWP
SHW icon

Elevation Wealth Partners’s Sherwin-Williams SHW Stock Holding History

Elevation Wealth Partners’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 		$57.2K Buy
177
+137
+343% +$46.3K 0.02% 348
2026
Q2 		$13.8K Buy
40
+13
+48% +$4.15K ﹤0.01% 709
2026
Q1 		$8.65K Buy
27
+15
+125% +$5.16K ﹤0.01% 550
2025
Q4 		$3.89K Sell
12
-8
-40% -$2.68K ﹤0.01% 680
2025
Q3 		$6.93K Buy
+20
New +$7.05K ﹤0.01% 433

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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Elevation Wealth Partners's SHW Position: Q3 2026 in Review

Elevation Wealth Partners increased its Sherwin-Williams (SHW) stake by 343% in Q3 2026, buying an estimated $46.3K and bringing the position to 177 shares worth $57.2K. The position accounts for 0.02% of the portfolio, ranked #348.

Elevation Wealth Partners first reported a position in SHW in Q3 2025 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Elevation Wealth Partners held 177 shares of Sherwin-Williams worth $57.2K as of Q3 2026.
  • Elevation Wealth Partners bought 137 Sherwin-Williams shares in Q3 2026, an estimated $46.3K.
  • Sherwin-Williams made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #348 holding.
  • Elevation Wealth Partners first reported a position in Sherwin-Williams in Q3 2025 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.