Corient Private Wealth
SW

Corient Private Wealth’s Smurfit Westrock SW Stock Holding History

Corient Private Wealth’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 		$2.48M Buy
62,763
+43,778
+231% +$1.89M ﹤0.01% 1152
2025
Q4 		$717K Buy
18,985
+12,045
+174% +$459K ﹤0.01% 2082
2025
Q3 		$295K Buy
6,940
+117
+2% +$5.3K ﹤0.01% 2124
2025
Q2 		$294K Sell
6,823
-11,211
-62% -$480K ﹤0.01% 1998
2025
Q1 		$813K Sell
18,034
-1,452
-7% -$73.6K ﹤0.01% 1372
2024
Q4 		$1.05M Sell
19,486
-14,826
-43% -$755K ﹤0.01% 1303
2024
Q3 		$1.7M Buy
+34,312
New +$1.56M ﹤0.01% 1170

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

Corient Private Wealth's SW Position: Q1 2026 in Review

Corient Private Wealth increased its Smurfit Westrock (SW) stake by 231% in Q1 2026, buying an estimated $1.89M and bringing the position to 62,763 shares worth $2.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Corient Private Wealth 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.

  • Corient Private Wealth held 62,763 shares of Smurfit Westrock worth $2.48M as of Q1 2026.
  • Corient Private Wealth bought 43,778 Smurfit Westrock shares in Q1 2026, an estimated $1.89M.
  • Smurfit Westrock made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1152 holding.
  • Corient Private Wealth 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 Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.