Cary Street Partners Investment Advisory’s Smurfit Westrock SW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$204K Sell
4,419
-87
-2% -$3.59K 0.04% 374
2026
Q1
$180K Buy
4,506
+709
+19% +$30.6K 0.05% 365
2025
Q4
$147K Sell
3,797
-383
-9% -$14.6K 0.04% 374
2025
Q3
$178K Buy
4,180
+849
+25% +$38.4K 0.07% 289
2025
Q2
$144K Buy
3,331
+489
+17% +$20.9K 0.07% 284
2025
Q1
$128K Buy
2,842
+825
+41% +$41.8K 0.07% 270
2024
Q4
$109K Buy
+2,017
New +$103K 0.07% 253

Other funds holding SW

Cary Street Partners Investment Advisory's SW Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Smurfit Westrock (SW) stake by 1.9% in Q2 2026, selling an estimated $3.59K and leaving 4,419 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #374.

Cary Street Partners Investment Advisory first reported a position in SW in Q4 2024 and has held it in 7 quarters since. 412 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Cary Street Partners Investment Advisory held 4,419 shares of Smurfit Westrock worth $204K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 87 Smurfit Westrock shares in Q2 2026, an estimated $3.59K.
  • Smurfit Westrock made up 0.04% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #374 holding.
  • Cary Street Partners Investment Advisory first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • 412 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.