ASN
SW

Advisory Services Network’s Smurfit Westrock SW Stock Holding History

Advisory Services Network’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
Q1 		$130K Buy
+3,272
New +$141K ﹤0.01% 2052
2025
Q4 		– Sell
-6,091
Closed -$259K – 4398
2025
Q3 		$259K Buy
6,091
+47
+0.8% +$2.13K ﹤0.01% 1548
2025
Q2 		$268K Buy
6,044
+64
+1% +$2.74K ﹤0.01% 1483
2025
Q1 		$269K Sell
5,980
-444
-7% -$22.5K 0.01% 1366
2024
Q4 		$346K Buy
+6,424
New +$327K 0.01% 1217

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisory Services Network's SW Position: Q1 2026 in Review

Advisory Services Network opened a new position in Smurfit Westrock (SW) in Q1 2026: 3,272 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #2052 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SW as recently as Q3 2025.

Advisory Services Network first reported a position in SW in Q4 2024 and has held it in 5 quarters since. The position peaked at $346K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Advisory Services Network held 3,272 shares of Smurfit Westrock worth $130K as of Q1 2026.
  • Smurfit Westrock was a new Advisory Services Network position in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2052 holding.
  • Advisory Services Network first reported a position in Smurfit Westrock in Q4 2024 and has held it in 5 quarters since.
  • Advisory Services Network's Smurfit Westrock position peaked at $346K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.