Cetera Investment Advisers
SW

Cetera Investment Advisers’s Smurfit Westrock SW Stock Holding History

Cetera Investment Advisers’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 		$3.05M Buy
65,865
+7,068
+12% +$292K ﹤0.01% 2033
2026
Q1 		$2.34M Buy
58,797
+8,475
+17% +$366K ﹤0.01% 2148
2025
Q4 		$1.95M Buy
50,322
+21,230
+73% +$809K ﹤0.01% 2228
2025
Q3 		$1.24M Buy
29,092
+7,630
+36% +$345K ﹤0.01% 2588
2025
Q2 		$926K Sell
21,462
-2,053
-9% -$87.8K ﹤0.01% 2440
2025
Q1 		$1.06M Buy
23,515
+1,504
+7% +$76.3K ﹤0.01% 2215
2024
Q4 		$1.19M Sell
22,011
-5,183
-19% -$264K ﹤0.01% 2048
2024
Q3 		$1.34M Buy
+27,194
New +$1.24M ﹤0.01% 1899

Other funds holding SW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Cetera Investment Advisers's SW Position: Q2 2026 in Review

Cetera Investment Advisers increased its Smurfit Westrock (SW) stake by 12% in Q2 2026, buying an estimated $292K and bringing the position to 65,865 shares worth $3.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Cetera Investment Advisers first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Cetera Investment Advisers held 65,865 shares of Smurfit Westrock worth $3.05M as of Q2 2026.
  • Cetera Investment Advisers bought 7,068 Smurfit Westrock shares in Q2 2026, an estimated $292K.
  • Smurfit Westrock made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2033 holding.
  • Cetera Investment Advisers first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.