CIA
SW

Concurrent Investment Advisors’s Smurfit Westrock SW Stock Holding History

Concurrent Investment 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 		$6.52M Buy
140,975
+416
+0.3% +$17.2K 0.06% 367
2026
Q1 		$5.6M Sell
140,559
-1,400
-1% -$60.4K 0.06% 337
2025
Q4 		$5.49M Buy
141,959
+7,768
+6% +$296K 0.06% 309
2025
Q3 		$5.71M Sell
134,191
-529
-0.4% -$23.9K 0.1% 216
2025
Q2 		$5.81M Buy
+134,720
New +$5.76M 0.11% 195

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

Concurrent Investment Advisors's SW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Smurfit Westrock (SW) stake by 0.3% in Q2 2026, buying an estimated $17.2K and bringing the position to 140,975 shares worth $6.52M. The position accounts for 0.06% of the portfolio, ranked #367.

Concurrent Investment Advisors first reported a position in SW in Q2 2025 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Concurrent Investment Advisors held 140,975 shares of Smurfit Westrock worth $6.52M as of Q2 2026.
  • Concurrent Investment Advisors bought 416 Smurfit Westrock shares in Q2 2026, an estimated $17.2K.
  • Smurfit Westrock made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #367 holding.
  • Concurrent Investment Advisors first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.