Wealth Enhancement Trust Services, Inc. SHW — SHERWIN WILLIAMS CO

Ownership history in Wealth Enhancement Trust Services, Inc.  ·  4 quarters on record

AI Ownership Summary

Wealth Enhancement Trust Services, Inc. reported SHERWIN WILLIAMS CO (SHW) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.06% in 2026 Q3. The latest visible filing shows SHW at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Enhancement Trust Services, Inc.'s position in SHERWIN WILLIAMS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

SHW was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHW stock page Wealth Enhancement Trust Services, Inc. fund profile Wealth Enhancement Trust Services, Inc. full holdings
How Wealth Enhancement Trust Services, Inc. held SHW — position size vs. price
% of Fund (quarterly)    SHW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 1,822 +590 +47.9% 0.06% $589K 2026-10-07 $315.00
2026 Q2 ADDED — — — 1,232 +100 +8.8% 0.05% $399K 2026-07-22 $319.17
2026 Q1 REDUCED 8.1% +7.7% ❌ 1,132 -100 -8.1% 0.04% $363K 2026-04-08 $334.03
2025 Q4 INITIATED — — — 1,232 — — 0.05% $399K 2026-01-27 $343.63

🏢 Other funds also holding SHW

As of 2026 Q3 — sorted by position size

S.E.E.D. Planning Group LLC 3Y 3.31% Bath Savings Trust Co 3Y 7Y 1.02% TOTH FINANCIAL ADVISORY CORP 3Y 7Y 0.95% Dorato Capital Management 0.81% Global Wealth Strategies & Associates 3Y 0.46% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.39% KFA Private Wealth Group, LLC 3Y 0.37% Greenfield Savings Bank 3Y 0.34% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.3% New Covenant Trust Company, N.A. 0.19%

FAQ About Wealth Enhancement Trust Services, Inc. and SHW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealth Enhancement Trust Services, Inc. reported owning SHW?

Wealth Enhancement Trust Services, Inc. reported SHW across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported SHW position in Wealth Enhancement Trust Services, Inc.'s portfolio?

The largest reported portfolio weight for SHW was 0.06% in 2026 Q3.

What is the latest reported SHW position on this page?

The most recent filing on this page is 2026 Q3, when Wealth Enhancement Trust Services, Inc. reported 1,822 shares, equal to 0.06% of portfolio, with an estimated market value of $589K.

What does the chart on this SHW ownership page compare?

The chart compares Wealth Enhancement Trust Services, Inc.'s quarterly SHW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wealth Enhancement Trust Services, Inc. time their SHW position?

Based on 13F filing dates vs. subsequent SHW price moves, Wealth Enhancement Trust Services, Inc. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on SHW relative to SPY over the holding period was +384266.5%.

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