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

Wealth Enhancement Trust 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 		$622K Buy
1,807
+675
+60% +$216K 0.07% 190
2026
Q1 		$363K Sell
1,132
-100
-8% -$34.4K 0.04% 230
2025
Q4 		$399K Buy
+1,232
New +$412K 0.05% 210

Other funds holding SHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Sherwin-Williams (SHW) stake by 60% in Q2 2026, buying an estimated $216K and bringing the position to 1,807 shares worth $622K. The position accounts for 0.07% of the portfolio, ranked #190.

Wealth Enhancement Trust Services first reported a position in SHW in Q4 2025 and has held it in 3 quarters since. 1,304 funds tracked by Wall St. Rank hold SHW as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,807 shares of Sherwin-Williams worth $622K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 675 Sherwin-Williams shares in Q2 2026, an estimated $216K.
  • Sherwin-Williams made up 0.07% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #190 holding.
  • Wealth Enhancement Trust Services first reported a position in Sherwin-Williams in Q4 2025 and has held it in 3 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Sherwin-Williams as of Q2 2026.

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