CAPTRUST Financial Advisors
SW

CAPTRUST Financial Advisors’s Smurfit Westrock SW Stock Holding History

CAPTRUST Financial Advisors’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
Q1 		$2.02M Buy
50,755
+16,178
+47% +$698K ﹤0.01% 1222
2025
Q4 		$1.34M Buy
34,577
+15,871
+85% +$605K ﹤0.01% 1322
2025
Q3 		$796K Buy
18,706
+1,426
+8% +$64.5K ﹤0.01% 1565
2025
Q2 		$746K Buy
17,280
+2,713
+19% +$116K ﹤0.01% 1493
2025
Q1 		$656K Buy
14,567
+7,298
+100% +$370K ﹤0.01% 1490
2024
Q4 		$391K Buy
7,269
+2,138
+42% +$109K ﹤0.01% 1748
2024
Q3 		$254K Buy
+5,131
New +$233K ﹤0.01% 1986

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAPTRUST Financial Advisors's SW Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Smurfit Westrock (SW) stake by 47% in Q1 2026, buying an estimated $698K and bringing the position to 50,755 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

CAPTRUST Financial Advisors first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • CAPTRUST Financial Advisors held 50,755 shares of Smurfit Westrock worth $2.02M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 16,178 Smurfit Westrock shares in Q1 2026, an estimated $698K.
  • Smurfit Westrock made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1222 holding.
  • CAPTRUST Financial Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.