Sarver Vrooman Wealth Advisors’s Sherwin-Williams SHW Stock Holding History

Sarver Vrooman Wealth Advisors’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	$32.3K	Buy	+100	New	+$33.8K	0.02%	99

Other funds holding SHW

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Polaris Financial Partners Westerville, Ohio $223M AUM

GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Sarver Vrooman Wealth Advisors's SHW Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors opened a new position in Sherwin-Williams (SHW) in Q3 2026: 100 shares worth $32.3K. The stake represents 0.02% of the portfolio and ranks #99 among its holdings.

12 funds tracked by Wall St. Rank hold SHW as of Q3 2026.

Sarver Vrooman Wealth Advisors held 100 shares of Sherwin-Williams worth $32.3K as of Q3 2026.
Sherwin-Williams was a new Sarver Vrooman Wealth Advisors position in Q3 2026.
Sherwin-Williams made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #99 holding.
12 funds tracked by Wall St. Rank held Sherwin-Williams as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.