Position in SHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$323,660
+$8,880 QoQ
Shares Held
940
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,240
of 1,733 holders
Holding Since
Jun 2024
8 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 Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $7,502,176 across 7 Specialty Chemicals names. SHW ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
16,463 | $4,826,622 | |
| 2 | ECL |
Ecolab Inc.
|
2,943 | $819,949 | |
| 3 | LIN |
Linde PLC
|
1,523 | $790,345 | |
| 4 | SHW |
Sherwin Williams Co
This page
|
940 | $323,660 | |
| 5 | RPM |
Rpm International Inc/De/
|
2,459 | $273,317 | |
| 6 | SQM |
Chemical & Mining Co Of Chile Inc
|
3,521 | $260,694 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
2,343 | $207,589 |
All Filings in SHW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,660 | 940 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $314,780 | 982 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $364,533 | 1,125 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $224,722 | 649 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $278,121 | 810 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $282,145 | 808 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $273,643 | 805 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $233,969 | 784 | Shares | Sole | 2024-07-09 | |
| No filing history on record for this holder in this stock. | ||||||