Cary Street Partners Investment Advisory’s Smurfit Westrock SW Stock Holding History
Bought
Maintained
Sold
Other funds holding SW
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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.