CT
SW

Clearstead Trust’s Smurfit Westrock SW Stock Holding History

Clearstead Trust’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 		$324 Sell
7
-76
-92% -$3.14K ﹤0.01% 961
2026
Q1 		$3.31K Buy
83
+79
+1,975% +$3.41K ﹤0.01% 821
2025
Q4 		$155 Sell
4
-62
-94% -$2.36K ﹤0.01% 995
2025
Q3 		$2.81K Buy
66
+22
+50% +$996 ﹤0.01% 898
2025
Q2 		$1.9K Buy
+44
New +$1.88K ﹤0.01% 972

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 Trust's SW Position: Q2 2026 in Review

Clearstead Trust reduced its Smurfit Westrock (SW) stake by 92% in Q2 2026, selling an estimated $3.14K and leaving 7 shares worth $324. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Clearstead Trust first reported a position in SW in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.31K in Q1 2026. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Clearstead Trust held 7 shares of Smurfit Westrock worth $324 as of Q2 2026.
  • Clearstead Trust sold 76 Smurfit Westrock shares in Q2 2026, an estimated $3.14K.
  • Smurfit Westrock made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #961 holding.
  • Clearstead Trust first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Trust's Smurfit Westrock position peaked at $3.31K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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