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Portside Wealth Group, LLC

SEC CIK
0001978608
Latest filing
Jul 14, 2026

SHW holding history

Sherwin Williams Co in every 13F filed by Portside Wealth Group, 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)
834
Value
$287.2K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of SHW by Portside Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026834$287.2K<0.1%−688−45.2%ReducedHolders
Q1 20261,522$487.9K0.1%+259+20.5%AddedHolders
Q4 20251,263$409.2K0.1%+178+16.4%AddedHolders
Q3 20251,085$375.7K0.1%+113+11.6%AddedHolders
Q2 2025972$333.7K<0.1%−21−2.1%ReducedHolders
Q1 2025993$346.7K0.1%−6−0.6%ReducedHolders
Q4 2024999$339.6K0.1%+50+5.3%AddedHolders
Q3 2024949$362.2K0.1%+39+4.3%AddedHolders
Q2 2024910$271.6K0.1%−5−0.5%ReducedHolders
Q1 2024915$317.8K0.1%+54+6.3%AddedHolders
Q4 2023861$268.5K0.1%−7−0.8%ReducedHolders
Q3 2023868$226.0K<0.1%+54+6.6%AddedHolders
Q2 2023814$216.1K<0.1%–No prior filingHolders