CCWM
SW

Cassaday & Co Wealth Management’s Smurfit Westrock SW Stock Holding History

Cassaday & Co Wealth Management’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 		$139 Hold
3
– – ﹤0.01% 1249
2026
Q1 		$120 Buy
+3
New +$129 ﹤0.01% 1318

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State Street
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Nuveen
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Vanguard Portfolio Management
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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

Cassaday & Co Wealth Management's SW Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 3 shares worth $139. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Cassaday & Co Wealth Management first reported a position in SW in Q1 2026 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Cassaday & Co Wealth Management held 3 shares of Smurfit Westrock worth $139 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1249 holding.
  • Cassaday & Co Wealth Management first reported a position in Smurfit Westrock in Q1 2026 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.