Wealth Enhancement Advisory Services
SHW icon

Wealth Enhancement Advisory Services’s Sherwin-Williams SHW Stock Holding History

Wealth Enhancement Advisory Services’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 		$20.7M Buy
62,112
+7,029
+13% +$2.25M 0.03% 433
2026
Q1 		$18M Sell
55,083
-55,023
-50% -$18.9M 0.04% 426
2025
Q4 		$37.5M Buy
110,106
+747
+0.7% +$250K 0.05% 317
2025
Q3 		$36.8M Buy
109,359
+11,373
+12% +$4.01M 0.06% 299
2025
Q2 		$34.7M Buy
97,986
+13,145
+15% +$4.55M 0.06% 295
2025
Q1 		$29.6M Buy
84,841
+10,384
+14% +$3.64M 0.06% 305
2024
Q4 		$25.3M Sell
74,457
-28,508
-28% -$10.6M 0.05% 320
2024
Q3 		$39.3M Sell
102,965
-12,464
-11% -$4.35M 0.08% 224
2024
Q2 		$34.4M Buy
115,429
+57,120
+98% +$17.7M 0.08% 232
2024
Q1 		$20.3M Buy
58,309
+2,946
+5% +$939K 0.05% 319
2023
Q4 		$17.3M Buy
55,363
+9,853
+22% +$2.65M 0.05% 331
2023
Q3 		$11.6M Buy
+45,510
New +$12.2M 0.04% 376
2021
Q3 		– Sell
-23,573
Closed -$6.58M – 331
2021
Q2 		$6.58M Buy
+23,573
New +$6.46M 0.11% 87
2017
Q1 		– Sell
-6,870
Closed -$616K – 175
2016
Q4 		$616K Buy
+6,870
New +$607K 0.07% 135

Other funds holding SHW

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's SHW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Sherwin-Williams (SHW) stake by 13% in Q2 2026, buying an estimated $2.25M and bringing the position to 62,112 shares worth $20.7M. The position accounts for 0.03% of the portfolio, ranked #433.

Wealth Enhancement Advisory Services first reported a position in SHW in Q4 2016 and has held it in 14 quarters since. The position peaked at $39.3M in Q3 2024. 418 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 62,112 shares of Sherwin-Williams worth $20.7M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 7,029 Sherwin-Williams shares in Q2 2026, an estimated $2.25M.
  • Sherwin-Williams made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #433 holding.
  • Wealth Enhancement Advisory Services first reported a position in Sherwin-Williams in Q4 2016 and has held it in 14 quarters since.
  • Wealth Enhancement Advisory Services's Sherwin-Williams position peaked at $39.3M in Q3 2024.
  • 418 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.