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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cetera Investment Advisers's SW Position: Q1 2026 in Review

Cetera Investment Advisers increased its Smurfit Westrock (SW) stake by 17% in Q1 2026, buying an estimated $366K and bringing the position to 58,797 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2148.

Cetera Investment Advisers first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Cetera Investment Advisers held 58,797 shares of Smurfit Westrock worth $2.34M as of Q1 2026.
  • Cetera Investment Advisers bought 8,475 Smurfit Westrock shares in Q1 2026, an estimated $366K.
  • Smurfit Westrock made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2148 holding.
  • Cetera Investment Advisers first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.