Position in SHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$578,801
+$39,957 QoQ
Shares Held
1,681
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,044
of 1,739 holders
Holding Since
Dec 2020
8 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, 2026Circle Wealth Management, LLC holds $1,800,934 across 3 Specialty Chemicals names. SHW ranks #2 (32.1% of the industry book) .
All Filings in SHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,801 | 1,681 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $538,844 | 1,681 | Shares | Sole | 2026-05-12 | |
| 2022-03-31 | $256,110 | 1,026 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $363,076 | 1,031 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $288,401 | 1,031 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $699,106 | 2,566 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $630,260 | 854 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $637,901 | 868 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||