AF
SW

Advisornet Financial’s Smurfit Westrock SW Stock Holding History

Advisornet Financial’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 		$1.39K Buy
30
+8
+36% +$330 ﹤0.01% 1977
2026
Q1 		$877 Buy
+22
New +$949 ﹤0.01% 2032
2025
Q4 		– Sell
-13
Closed -$553 – 2373
2025
Q3 		$553 Hold
13
– – ﹤0.01% 2057
2025
Q2 		$561 Sell
13
-57
-81% -$2.44K ﹤0.01% 2042
2025
Q1 		$3.15K Buy
70
+60
+600% +$3.04K ﹤0.01% 1702
2024
Q4 		$539 Buy
+10
New +$509 ﹤0.01% 1766

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Advisornet Financial's SW Position: Q2 2026 in Review

Advisornet Financial increased its Smurfit Westrock (SW) stake by 36% in Q2 2026, buying an estimated $330 and bringing the position to 30 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Advisornet Financial first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.15K in Q1 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Advisornet Financial held 30 shares of Smurfit Westrock worth $1.39K as of Q2 2026.
  • Advisornet Financial bought 8 Smurfit Westrock shares in Q2 2026, an estimated $330.
  • Smurfit Westrock made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1977 holding.
  • Advisornet Financial first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Advisornet Financial's Smurfit Westrock position peaked at $3.15K in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.