CFFP
SW

Center for Financial Planning’s Smurfit Westrock SW Stock Holding History

Center for Financial Planning’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
2025
Q2 		– Sell
-809
Closed -$36.5K – 723
2025
Q1 		$36.5K Hold
809
– – ﹤0.01% 318
2024
Q4 		$43.6K Hold
809
– – 0.01% 283
2024
Q3 		$40K Buy
+809
New +$36.8K 0.01% 280

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Center for Financial Planning's SW Position: Q2 2025 in Review

Center for Financial Planning sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 809 shares — an estimated $36.5K sold.

Center for Financial Planning first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $43.6K in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Center for Financial Planning reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Center for Financial Planning sold 809 Smurfit Westrock shares in Q2 2025, an estimated $36.5K.
  • Center for Financial Planning first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • Center for Financial Planning's Smurfit Westrock position peaked at $43.6K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.