Robertson Stephens Wealth Management, LLC
Position in SHW — Sherwin Williams Co
CIK 1767307
San Francisco, CA
Position in SHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,416,188
-$170,213 QoQ
Shares Held
4,113
-16.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#775
of 1,733 holders
Holding Since
Dec 2021
19 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, 2026Robertson Stephens Wealth Management, LLC holds $3,652,841 across 3 Specialty Chemicals names. SHW ranks #2 (38.8% of the industry book) .
All Filings in SHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,416,188 | 4,113 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,586,401 | 4,949 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,767,583 | 5,455 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,639,887 | 4,736 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,701,692 | 4,956 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,940,798 | 5,558 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,169,093 | 6,381 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,293,430 | 8,629 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,185,740 | 10,675 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,115,860 | 11,850 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,743,160 | 8,795 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,837,686 | 11,126 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,157,298 | 11,891 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,927,854 | 13,026 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,054,911 | 12,872 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,657,859 | 12,981 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,978,226 | 13,301 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,303,471 | 13,234 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,643,229 | 13,185 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||