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 		$5.64M Buy
+16,900
New +$5.4M 0.01% 938
2026
Q1 		– Sell
-14,866
Closed -$2.29K – 3835
2025
Q4 		$2.29K Sell
14,866
-3,819
-20% -$1.28M ﹤0.01% 3644
2025
Q3 		$421K Buy
18,685
+7,885
+73% +$2.78M ﹤0.01% 2496
2025
Q2 		$340K Hold
10,800
– – ﹤0.01% 2543
2025
Q1 		$400K Hold
10,800
– – ﹤0.01% 2204
2024
Q4 		$367K Sell
10,800
-1,200
-10% -$448K ﹤0.01% 2213
2024
Q3 		$7.2K Hold
12,000
– – ﹤0.01% 2736
2024
Q2 		$9.6K Hold
12,000
– – ﹤0.01% 2517
2024
Q1 		$22.8K Hold
12,000
– – ﹤0.01% 2380
2023
Q4 		$34.8K Hold
12,000
– – ﹤0.01% 2230
2023
Q3 		$85.2K Buy
+12,000
New +$3.21M ﹤0.01% 2118

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. 425 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.
  • 425 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.