ALPS Advisors
SW icon

ALPS Advisors’s Smurfit Westrock SW Stock Holding History

ALPS Advisors’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
Q3 		$30.3M Buy
686,935
+35,702
+5% +$1.65M 0.14% 78
2026
Q2 		$30.1M Sell
651,233
-11,511
-2% -$475K 0.14% 81
2026
Q1 		$26.4M Sell
662,744
-11,794
-2% -$509K 0.12% 102
2025
Q4 		$26.1M Buy
+674,538
New +$25.7M 0.15% 81

Other funds holding SW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

ALPS Advisors's SW Position: Q3 2026 in Review

ALPS Advisors increased its Smurfit Westrock (SW) stake by 5.5% in Q3 2026, buying an estimated $1.65M and bringing the position to 686,935 shares worth $30.3M. The position accounts for 0.14% of the portfolio, ranked #78.

ALPS Advisors first reported a position in SW in Q4 2025 and has held it in 4 quarters since. 565 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • ALPS Advisors held 686,935 shares of Smurfit Westrock worth $30.3M as of Q3 2026.
  • ALPS Advisors bought 35,702 Smurfit Westrock shares in Q3 2026, an estimated $1.65M.
  • Smurfit Westrock made up 0.14% of ALPS Advisors's portfolio in Q3 2026, its #78 holding.
  • ALPS Advisors first reported a position in Smurfit Westrock in Q4 2025 and has held it in 4 quarters since.
  • 565 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on ALPS Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.