AssetMark Inc
SW

AssetMark Inc’s Smurfit Westrock SW Stock Holding History

AssetMark Inc’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 		$107K Buy
2,321
+136
+6% +$5.62K ﹤0.01% 1606
2026
Q1 		$87.1K Buy
2,185
+104
+5% +$4.49K ﹤0.01% 1588
2025
Q4 		$80.5K Sell
2,081
-219
-10% -$8.35K ﹤0.01% 1571
2025
Q3 		$97.9K Buy
2,300
+128
+6% +$5.79K ﹤0.01% 1447
2025
Q2 		$93.7K Buy
2,172
+795
+58% +$34K ﹤0.01% 1385
2025
Q1 		$62K Sell
1,377
-13
-0.9% -$659 ﹤0.01% 1391
2024
Q4 		$74.9K Buy
1,390
+198
+17% +$10.1K ﹤0.01% 1308
2024
Q3 		$58.9K Buy
+1,192
New +$54.2K ﹤0.01% 1250

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
OP
Oslo Pensjonsforsikring Oslo $869M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

AssetMark Inc's SW Position: Q2 2026 in Review

AssetMark Inc increased its Smurfit Westrock (SW) stake by 6.2% in Q2 2026, buying an estimated $5.62K and bringing the position to 2,321 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

AssetMark Inc first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 231 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • AssetMark Inc held 2,321 shares of Smurfit Westrock worth $107K as of Q2 2026.
  • AssetMark Inc bought 136 Smurfit Westrock shares in Q2 2026, an estimated $5.62K.
  • Smurfit Westrock made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1606 holding.
  • AssetMark Inc first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 231 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.