Legacy Wealth Asset Management’s Sherwin-Williams SHW Stock Holding History

Legacy Wealth Asset Management’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	$974K	Buy	2,829 +43	+2%	+$13.7K	0.21%	128
2026 Q1	$893K	Buy	2,786 +59	+2%	+$20.3K	0.22%	139
2025 Q4	$884K	Buy	2,727 +34	+1%	+$11.4K	0.22%	138
2025 Q3	$932K	Buy	2,693 +893	+50%	+$315K	0.23%	125
2025 Q2	$618K	Buy	1,800 +4	+0.2%	+$1.39K	0.16%	207
2025 Q1	$627K	Sell	1,796 -9	-0.5%	-$3.16K	0.17%	196
2024 Q4	$614K	Sell	1,805 -37	-2%	-$13.8K	0.17%	193
2024 Q3	$703K	Sell	1,842 -16	-0.9%	-$5.58K	0.19%	167
2024 Q2	$554K	Buy	1,858 +33	+2%	+$10.2K	0.16%	209
2024 Q1	$634K	Buy	1,825 +2	+0.1%	+$637	0.18%	175
2023 Q4	$569K	Buy	1,823 +4	+0.2%	+$1.08K	0.19%	186
2023 Q3	$464K	Buy	1,819 +11	+0.6%	+$2.94K	0.17%	214
2023 Q2	$480K	Buy	1,808 +16	+0.9%	+$3.77K	0.17%	206
2023 Q1	$403K	Buy	1,792 +13	+0.7%	+$2.98K	0.15%	252
2022 Q4	$422K	Buy	1,779 +26	+1%	+$6.01K	0.16%	230
2022 Q3	$359K	Buy	+1,753	New	+$415K	0.16%	234

Other funds holding SHW

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

LexAurum Advisors Overland Park, Kansas $866M AUM