Capital A Wealth Management’s Smurfit Westrock SW Stock Holding History

Capital A Wealth Management’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	-9	Closed	-$406	–	874
2025 Q1	$406	Buy	+9	New	+$456	﹤0.01%	646

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 $645B AUM 30.41% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital A Wealth Management's SW Position: Q2 2025 in Review

Capital A Wealth Management sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 9 shares — an estimated $406 sold.

Capital A Wealth Management first reported a position in SW in Q1 2025 and held it in 1 quarter. The position peaked at $406 in Q1 2025. 576 funds tracked by Wall St. Rank hold SW as of Q2 2025.

Capital A Wealth Management reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 9 Smurfit Westrock shares in Q2 2025, an estimated $406.
Capital A Wealth Management first reported a position in Smurfit Westrock in Q1 2025 and held it in 1 quarter.
Capital A Wealth Management's Smurfit Westrock position peaked at $406 in Q1 2025.
576 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.