Advisory Services Network’s Smurfit Westrock SW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$202K Buy
4,366
+1,094
+33% +$45.2K ﹤0.01% 1989
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

Advisory Services Network's SW Position: Q2 2026 in Review

Advisory Services Network increased its Smurfit Westrock (SW) stake by 33% in Q2 2026, buying an estimated $45.2K and bringing the position to 4,366 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Advisory Services Network first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $346K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Advisory Services Network held 4,366 shares of Smurfit Westrock worth $202K as of Q2 2026.
  • Advisory Services Network bought 1,094 Smurfit Westrock shares in Q2 2026, an estimated $45.2K.
  • Smurfit Westrock made up ﹤0.01% of Advisory Services Network's portfolio in Q2 2026, its #1989 holding.
  • Advisory Services Network first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Advisory Services Network's Smurfit Westrock position peaked at $346K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.