Balance Wealth
SW icon

Balance Wealth’s Smurfit Westrock SW Stock Holding History

Balance Wealth’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
Q3 		$33 Buy
+1
New +$46 ﹤0.01% 974

Other funds holding SW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Balance Wealth's SW Position: Q3 2026 in Review

Balance Wealth opened a new position in Smurfit Westrock (SW) in Q3 2026: 1 share worth $33. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings.

565 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Balance Wealth held 1 share of Smurfit Westrock worth $33 as of Q3 2026.
  • Smurfit Westrock was a new Balance Wealth position in Q3 2026.
  • Smurfit Westrock made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #974 holding.
  • 565 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.