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
Q2 		$1.78M Sell
38,418
-12,337
-24% -$509K ﹤0.01% 1384
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 $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

CAPTRUST Financial Advisors's SW Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Smurfit Westrock (SW) stake by 24% in Q2 2026, selling an estimated $509K and leaving 38,418 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

CAPTRUST Financial Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.02M in Q1 2026. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • CAPTRUST Financial Advisors held 38,418 shares of Smurfit Westrock worth $1.78M as of Q2 2026.
  • CAPTRUST Financial Advisors sold 12,337 Smurfit Westrock shares in Q2 2026, an estimated $509K.
  • Smurfit Westrock made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1384 holding.
  • CAPTRUST Financial Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • CAPTRUST Financial Advisors's Smurfit Westrock position peaked at $2.02M in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.