Position in SHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,048,635
-$227,999 QoQ
Shares Held
6,391
-9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026EP Wealth Advisors, LLC holds $30,454,834 across 20 Specialty Chemicals names. SHW ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
47,222 | $12,561,996 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
18,593 | $5,401,080 | |
| 3 | LIN |
Linde PLC
|
7,124 | $3,531,794 | |
| 4 | SHW |
Sherwin Williams Co
This page
|
6,391 | $2,048,635 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
26,006 | $1,191,074 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
|
13,355 | $1,017,116 | |
| 7 | RPM |
Rpm International Inc/De/
|
9,291 | $923,525 | |
| 8 | ECVT |
Ecovyst Inc.
|
39,670 | $510,156 |
All Filings in SHW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,048,635 | 6,391 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,276,634 | 7,026 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $2,640,438 | 7,690 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,633,241 | 7,541 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,618,820 | 7,704 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,812,046 | 17,848 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,162,683 | 3,896 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,295,540 | 3,730 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,147,168 | 3,678 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $958,477 | 3,758 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $9,054,763 | 34,102 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $961,566 | 4,278 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $736,909 | 3,105 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $813,912 | 3,635 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $908,616 | 3,640 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $943,788 | 2,680 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $707,437 | 2,529 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $693,385 | 2,545 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $585,241 | 793 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $562,206 | 765 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $491,201 | 705 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $418,363 | 724 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $368,994 | 803 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||