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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

SHW holding history

Sherwin Williams Co in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHW overviewAll 13F holders of SHWFull Q2 2026 holdings

Shares (Q2 2026)
1,067
Value
$367.3K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2024
Holdings of SHW by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,067$367.3K<0.1%+66+6.6%AddedHolders
Q1 20261,001$320.8K<0.1%+36+3.7%AddedHolders
Q4 2025965$312.7K<0.1%−83−7.9%ReducedHolders
Q3 20251,048$362.9K<0.1%+89+9.3%AddedHolders
Q2 2025959$329.2K<0.1%+118+14.0%AddedHolders
Q1 2025841$293.6K<0.1%+210+33.3%AddedHolders
Q4 2024631$214.4K<0.1%−1−0.2%ReducedHolders
Q3 2024632$241.1K<0.1%−149−19.1%ReducedHolders
Q2 2024781$233.0K<0.1%+781NewHolders