CA
SW

Clearstead Advisors’s Smurfit Westrock SW Stock Holding History

Clearstead Advisors’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 		$6.25K Hold
135
– – ﹤0.01% 2130
2026
Q1 		$5.38K Sell
135
-1,192
-90% -$51.4K ﹤0.01% 1724
2025
Q4 		$51.3K Buy
1,327
+927
+232% +$35.3K ﹤0.01% 1396
2025
Q3 		$17K Hold
400
– – ﹤0.01% 1715
2025
Q2 		$17.3K Buy
400
+359
+876% +$15.4K ﹤0.01% 1683
2025
Q1 		$1.85K Buy
+41
New +$2.08K ﹤0.01% 1915

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

Clearstead Advisors's SW Position: Q2 2026 in Review

Clearstead Advisors held its Smurfit Westrock (SW) position steady in Q2 2026 at 135 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #2130.

Clearstead Advisors first reported a position in SW in Q1 2025 and has held it in 6 quarters since. The position peaked at $51.3K in Q4 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Clearstead Advisors held 135 shares of Smurfit Westrock worth $6.25K as of Q2 2026.
  • Clearstead Advisors left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2130 holding.
  • Clearstead Advisors first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Smurfit Westrock position peaked at $51.3K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.