Position in SHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$367,389
+$46,519 QoQ
Shares Held
1,067
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,200
of 1,733 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $6,295,913 across 7 Specialty Chemicals names. SHW ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
6,378 | $1,869,902 | |
| 2 | LIN |
Linde PLC
|
3,444 | $1,787,229 | |
| 3 | ECL |
Ecolab Inc.
|
4,431 | $1,234,520 | |
| 4 | PRM |
Perimeter Solutions, Inc.
|
14,694 | $523,841 | |
| 5 | SHW |
Sherwin Williams Co
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|
1,067 | $367,389 | |
| 6 | LYB |
LyondellBasell Industries N.V.
|
5,845 | $307,739 | |
| 7 | EMN |
Eastman Chemical Co
|
3,065 | $205,293 |
All Filings in SHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,389 | 1,067 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $320,870 | 1,001 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $312,688 | 965 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $362,880 | 1,048 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $329,282 | 959 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $293,668 | 841 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $214,495 | 631 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $241,215 | 632 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $233,073 | 781 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||