Activest Wealth Management’s Smurfit Westrock SW Stock Holding History

Activest Wealth Management’s Portfolio SW Stock Details SW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$416	Sell	9 -6	-40%	-$248	﹤0.01%	1079
2026 Q1	$598	Buy	15 +5	+50%	+$216	﹤0.01%	1063
2025 Q4	$387	Sell	10 -47	-82%	-$1.79K	﹤0.01%	1015
2025 Q3	$2.43K	Buy	57 +23	+68%	+$1.04K	﹤0.01%	754
2025 Q2	$1.47K	Sell	34 -6	-15%	-$257	﹤0.01%	728
2025 Q1	$1.8K	Buy	40 +39	+3,900%	+$1.98K	﹤0.01%	676
2024 Q4	$54	Buy	+1	New	+$51	﹤0.01%	742

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Activest Wealth Management's SW Position: Q2 2026 in Review

Activest Wealth Management reduced its Smurfit Westrock (SW) stake by 40% in Q2 2026, selling an estimated $248 and leaving 9 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

Activest Wealth Management first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.43K in Q3 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Activest Wealth Management held 9 shares of Smurfit Westrock worth $416 as of Q2 2026.
Activest Wealth Management sold 6 Smurfit Westrock shares in Q2 2026, an estimated $248.
Smurfit Westrock made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1079 holding.
Activest Wealth Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
Activest Wealth Management's Smurfit Westrock position peaked at $2.43K in Q3 2025.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.