AG
SW

Ascent Group’s Smurfit Westrock SW Stock Holding History

Ascent Group’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 		$1.21M Buy
26,144
+4,649
+22% +$192K 0.04% 360
2026
Q1 		$857K Buy
21,495
+4,518
+27% +$195K 0.03% 393
2025
Q4 		$657K Buy
16,977
+11,734
+224% +$447K 0.02% 441
2025
Q3 		$223K Buy
+5,243
New +$237K 0.01% 678

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Ascent Group's SW Position: Q2 2026 in Review

Ascent Group increased its Smurfit Westrock (SW) stake by 22% in Q2 2026, buying an estimated $192K and bringing the position to 26,144 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #360.

Ascent Group first reported a position in SW in Q3 2025 and has held it in 4 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Ascent Group held 26,144 shares of Smurfit Westrock worth $1.21M as of Q2 2026.
  • Ascent Group bought 4,649 Smurfit Westrock shares in Q2 2026, an estimated $192K.
  • Smurfit Westrock made up 0.04% of Ascent Group's portfolio in Q2 2026, its #360 holding.
  • Ascent Group first reported a position in Smurfit Westrock in Q3 2025 and has held it in 4 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.