Arkadios Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Arkadios Wealth 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
2025 Q2	–	Sell	-8,744	Closed	-$394K	–	1369
2025 Q1	$394K	Buy	+8,744	New	+$443K	0.01%	798

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Arkadios Wealth Advisors's SW Position: Q2 2025 in Review

Arkadios Wealth Advisors sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 8,744 shares — an estimated $394K sold.

Arkadios Wealth Advisors first reported a position in SW in Q1 2025 and held it in 1 quarter. The position peaked at $394K in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

Arkadios Wealth Advisors reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 8,744 Smurfit Westrock shares in Q2 2025, an estimated $394K.
Arkadios Wealth Advisors first reported a position in Smurfit Westrock in Q1 2025 and held it in 1 quarter.
Arkadios Wealth Advisors's Smurfit Westrock position peaked at $394K in Q1 2025.
575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.