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Creative Planning SHW Position History

The Sherwin-Williams Company • Basic Materials

Quarters held
10
Latest value
$22.3M
Q3 2026
Peak value
$22.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$4M
Q3 2025$18.5M
Q4 2025$19M
Q4 2025$3.8M
Q1 2026$3.7M
Q1 2026$19.7M
Q2 2026$4M
Q2 2026$21M
Q3 2026$3.7M
Q3 2026$22.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$22.3M69.1K——
Q3 2026$3.7M11.5K——
Q2 2026$21M60.9K——
Q2 2026$4M11.6K——
Q1 2026$19.7M61.5K——
Q1 2026$3.7M11.6K——
Q4 2025$3.8M11.7K——
Q4 2025$19M58.7K——
Q3 2025$18.5M53.5K——
Q3 2025$4M11.6K——

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