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Global Wealth Strategies & Associates’s Sherwin-Williams SHW Stock Holding History

Global Wealth Strategies & Associates’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 		$2.49M Buy
7,708
+24
+0.3% +$8.11K 0.46% 28
2026
Q2 		$2.65M Buy
7,684
+4
+0.1% +$1.28K 0.5% 26
2026
Q1 		$2.46M Hold
7,680
– – 0.6% 22
2025
Q4 		$2.49M Hold
7,680
– – 0.62% 19
2025
Q3 		$2.66M Hold
7,680
– – 0.68% 19
2025
Q2 		$2.64M Hold
7,680
– – 0.75% 17
2025
Q1 		$2.68M Hold
7,680
– – 0.81% 16
2024
Q4 		$2.61M Hold
7,680
– – 0.82% 16
2024
Q3 		$2.93M Hold
7,680
– – 0.96% 14
2024
Q2 		$2.29M Hold
7,680
– – 0.82% 17
2024
Q1 		$2.67M Hold
7,680
– – 1% 15
2023
Q4 		$2.4M Hold
7,680
– – 1% 14
2023
Q3 		$1.96M Hold
7,680
– – 0.91% 21
2023
Q2 		$2.04M Buy
+7,680
New +$1.81M 0.96% 20

Other funds holding SHW

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Global Wealth Strategies & Associates's SHW Position: Q3 2026 in Review

Global Wealth Strategies & Associates increased its Sherwin-Williams (SHW) stake by 0.31% in Q3 2026, buying an estimated $8.11K and bringing the position to 7,708 shares worth $2.49M. The position accounts for 0.46% of the portfolio, ranked #28.

Global Wealth Strategies & Associates first reported a position in SHW in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.93M in Q3 2024. 12 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

  • Global Wealth Strategies & Associates held 7,708 shares of Sherwin-Williams worth $2.49M as of Q3 2026.
  • Global Wealth Strategies & Associates bought 24 Sherwin-Williams shares in Q3 2026, an estimated $8.11K.
  • Sherwin-Williams made up 0.46% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #28 holding.
  • Global Wealth Strategies & Associates first reported a position in Sherwin-Williams in Q2 2023 and has held it in 14 quarters since.
  • Global Wealth Strategies & Associates's Sherwin-Williams position peaked at $2.93M in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.