Position in SHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$513,725
+$81,945 QoQ
Shares Held
1,492
+10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,080
of 1,739 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Modera Wealth Management, LLC holds $7,336,405 across 8 Specialty Chemicals names. SHW ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
11,204 | $3,284,788 | |
| 2 | DD |
DuPont de Nemours, Inc.
|
8,301 | $1,125,947 | |
| 3 | LIN |
Linde PLC
|
1,619 | $840,163 | |
| 4 | ECL |
Ecolab Inc.
|
1,881 | $524,065 | |
| 5 | SHW |
Sherwin Williams Co
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|
1,492 | $513,725 | |
| 6 | PPG |
Ppg Industries Inc
|
3,938 | $477,640 | |
| 7 | RPM |
Rpm International Inc/De/
|
2,999 | $333,338 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
2,672 | $236,739 |
All Filings in SHW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,725 | 1,492 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $431,780 | 1,347 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $431,607 | 1,332 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $435,248 | 1,257 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $421,646 | 1,228 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $460,232 | 1,318 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $491,198 | 1,445 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $508,766 | 1,333 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $384,079 | 1,287 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $434,162 | 1,250 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $399,232 | 1,280 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $348,143 | 1,365 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $1,321,493 | 4,977 | Shares | Sole | 2023-08-07 | |
| 2021-12-31 | $718,406 | 2,040 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||