Concurrent Investment Advisors
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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
Q3 		$6.18M Sell
140,238
-737
-0.5% -$34K 0.04% 421
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

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exane Asset Management
Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

Concurrent Investment Advisors's SW Position: Q3 2026 in Review

Concurrent Investment Advisors reduced its Smurfit Westrock (SW) stake by 0.52% in Q3 2026, selling an estimated $34K and leaving 140,238 shares worth $6.18M. The position accounts for 0.04% of the portfolio, ranked #421.

Concurrent Investment Advisors first reported a position in SW in Q2 2025 and has held it in 6 quarters since. The position peaked at $6.52M in Q2 2026. 133 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Concurrent Investment Advisors held 140,238 shares of Smurfit Westrock worth $6.18M as of Q3 2026.
  • Concurrent Investment Advisors sold 737 Smurfit Westrock shares in Q3 2026, an estimated $34K.
  • Smurfit Westrock made up 0.04% of Concurrent Investment Advisors's portfolio in Q3 2026, its #421 holding.
  • Concurrent Investment Advisors first reported a position in Smurfit Westrock in Q2 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's Smurfit Westrock position peaked at $6.52M in Q2 2026.
  • 133 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.