Arax Advisory Partners’s Smurfit Westrock SW Stock Holding History

Arax Advisory Partners’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	$363K	Buy	7,840 +3,709	+90%	+$153K	﹤0.01%	1852
2026 Q1	$167K	Buy	4,131 +848	+26%	+$36.6K	﹤0.01%	1165
2025 Q4	$127K	Buy	3,283 +2,343	+249%	+$89.3K	﹤0.01%	1224
2025 Q3	$40K	Sell	940 -51	-5%	-$2.31K	﹤0.01%	1934
2025 Q2	$42.8K	Buy	991 +470	+90%	+$20.1K	﹤0.01%	1315
2025 Q1	$23.5K	Buy	521 +353	+210%	+$17.9K	﹤0.01%	1237
2024 Q4	$9.05K	Sell	168 -6	-3%	-$306	﹤0.01%	1524
2024 Q3	$8.6K	Buy	+174	New	+$7.91K	﹤0.01%	1484

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

Arax Advisory Partners's SW Position: Q2 2026 in Review

Arax Advisory Partners increased its Smurfit Westrock (SW) stake by 90% in Q2 2026, buying an estimated $153K and bringing the position to 7,840 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Arax Advisory Partners first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Arax Advisory Partners held 7,840 shares of Smurfit Westrock worth $363K as of Q2 2026.
Arax Advisory Partners bought 3,709 Smurfit Westrock shares in Q2 2026, an estimated $153K.
Smurfit Westrock made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1852 holding.
Arax Advisory Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.