Position in SHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,871
-$438 QoQ
Shares Held
49
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,604
of 1,732 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $200,542 across 17 Specialty Chemicals names. SHW ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
|
185 | $54,238 | |
| 2 | LIN |
Linde PLC
|
103 | $53,450 | |
| 3 | NEU |
Newmarket Corp
|
27 | $21,363 | |
| 4 | PPG |
Ppg Industries Inc
|
144 | $17,465 | |
| 5 | SHW |
Sherwin Williams Co
This page
|
49 | $16,871 | |
| 6 | CBT |
Cabot Corp
|
167 | $15,166 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
89 | $7,885 | |
| 8 | ECL |
Ecolab Inc.
|
14 | $3,900 |
All Filings in SHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,871 | 49 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,309 | 54 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,609 | 42 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $14,889 | 43 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,764 | 43 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,364 | 44 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $14,616 | 43 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $25,953 | 68 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $10,743 | 36 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,030 | 26 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,614 | 18 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||