55 North Private Wealth, LLC SHW β€” SHERWIN WILLIAMS CO

Ownership history in 55 North Private Wealth, LLC  Β·  1 quarter on record

AI Ownership Summary

55 North Private Wealth, LLC reported SHERWIN WILLIAMS CO (SHW) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.05% in 2026 Q2. The latest visible filing shows SHW at 0.05% 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 55 North Private Wealth, LLC'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 Q2

SHW was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q2

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

Time in book
Holding Window
2026 Q2 to 2026 Q2

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.

How 55 North Private Wealth, LLC held SHW β€” position size vs. price
% of Fund (quarterly)    SHW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 693 β€” β€” 0.05% $239K 2026-07-07 $342.26

FAQ About 55 North Private Wealth, LLC and SHW

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

How long has 55 North Private Wealth, LLC reported owning SHW?

55 North Private Wealth, LLC reported SHW across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported SHW position in 55 North Private Wealth, LLC's portfolio?

The largest reported portfolio weight for SHW was 0.05% in 2026 Q2.

What is the latest reported SHW position on this page?

The most recent filing on this page is 2026 Q2, when 55 North Private Wealth, LLC reported 693 shares, equal to 0.05% of portfolio, with an estimated market value of $239K.

What does the chart on this SHW ownership page compare?

The chart compares 55 North Private Wealth, LLC'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.

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