Centennial Wealth Advisory’s Smurfit Westrock SW Stock Holding History

Centennial Wealth Advisory’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 Q3	$829K	Buy	18,800 +578	+3%	+$26.7K	0.17%	83
2026 Q2	$843K	Buy	+18,222	New	+$752K	0.18%	76
2026 Q1	–	Sell	-12,470	Closed	-$482K	–	182
2025 Q4	$482K	Buy	12,470 +468	+4%	+$17.8K	0.13%	115
2025 Q3	$511K	Buy	12,002 +855	+8%	+$38.7K	0.14%	101
2025 Q2	$481K	Buy	+11,147	New	+$477K	0.15%	92

Other funds holding SW

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Centennial Wealth Advisory's SW Position: Q3 2026 in Review

Centennial Wealth Advisory increased its Smurfit Westrock (SW) stake by 3.2% in Q3 2026, buying an estimated $26.7K and bringing the position to 18,800 shares worth $829K. The position accounts for 0.17% of the portfolio, ranked #83.

Centennial Wealth Advisory first reported a position in SW in Q2 2025 and has held it in 5 quarters since. The position peaked at $843K in Q2 2026. 534 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Centennial Wealth Advisory held 18,800 shares of Smurfit Westrock worth $829K as of Q3 2026.
Centennial Wealth Advisory bought 578 Smurfit Westrock shares in Q3 2026, an estimated $26.7K.
Smurfit Westrock made up 0.17% of Centennial Wealth Advisory's portfolio in Q3 2026, its #83 holding.
Centennial Wealth Advisory first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
Centennial Wealth Advisory's Smurfit Westrock position peaked at $843K in Q2 2026.
534 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.