Avantax Advisory Services’s Smurfit Westrock SW Stock Holding History

Avantax Advisory Services’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	$224K	Buy	+5,192	New	+$222K	﹤0.01%	2128

Other funds holding SW

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Avantax Advisory Services's SW Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Smurfit Westrock (SW) in Q2 2025: 5,192 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #2128 among its holdings.

575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

Avantax Advisory Services held 5,192 shares of Smurfit Westrock worth $224K as of Q2 2025.
Smurfit Westrock was a new Avantax Advisory Services position in Q2 2025.
Smurfit Westrock made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2128 holding.
575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.