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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

SHW holding history

Sherwin Williams Co in every 13F filed by EverSource Wealth Advisors, 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)
1,508
Value
$519.4K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of SHW by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,508$519.4K<0.1%−516−25.5%ReducedHolders
Q1 20262,024$648.8K<0.1%−28−1.4%ReducedHolders
Q4 20252,052$664.7K<0.1%−258−11.2%ReducedHolders
Q3 20252,310$799.6K<0.1%+82+3.7%AddedHolders
Q2 20252,228$765.1K<0.1%−133−5.6%ReducedHolders
Q1 20252,361$824.3K<0.1%+273+13.1%AddedHolders
Q4 20242,088$709.7K<0.1%+302+16.9%AddedHolders
Q3 20241,786$681.8K<0.1%+110+6.6%AddedHolders
Q2 20241,676$587.7K<0.1%+767+84.4%AddedHolders
Q1 2024909$272.5K<0.1%−280−23.5%ReducedHolders
Q4 20231,189$370.8K<0.1%+385+47.9%AddedHolders
Q3 2023804$205.2K<0.1%+4+0.5%AddedHolders
Q2 2023800$212.4K<0.1%+174+27.8%AddedHolders
Q1 2023626$140.5K<0.1%+30+5.0%AddedHolders
Q4 2022596$141.6K<0.1%−275−31.6%ReducedHolders
Q3 2022871$178.0K<0.1%−263−23.2%ReducedHolders
Q2 20221,134$254.0K0.1%+217+23.7%AddedHolders
Q1 2022917$229.0K0.1%+116+14.5%AddedHolders
Q4 2021801$282.0K0.1%–No prior filingHolders