CGPCS
SW

Capital Group Private Client Services’s Smurfit Westrock SW Stock Holding History

Capital Group Private Client 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
2026
Q2 		– Sell
-16,732
Closed -$667K – 275
2026
Q1 		$667K Buy
16,732
+2,555
+18% +$110K 0.01% 200
2025
Q4 		$548K Sell
14,177
-2,515
-15% -$95.9K 0.01% 237
2025
Q3 		$711K Buy
+16,692
New +$756K 0.01% 224

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

Capital Group Private Client Services's SW Position: Q2 2026 in Review

Capital Group Private Client Services sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 16,732 shares — an estimated $667K sold.

Capital Group Private Client Services first reported a position in SW in Q3 2025 and held it in 3 quarters. The position peaked at $711K in Q3 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Capital Group Private Client Services reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Capital Group Private Client Services sold 16,732 Smurfit Westrock shares in Q2 2026, an estimated $667K.
  • Capital Group Private Client Services first reported a position in Smurfit Westrock in Q3 2025 and held it in 3 quarters.
  • Capital Group Private Client Services's Smurfit Westrock position peaked at $711K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.