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
Q2 		$901K Sell
19,486
-43,277
-69% -$1.79M ﹤0.01% 1880
2026
Q1 		$2.48M Buy
62,763
+53,455
+574% +$2.31M ﹤0.01% 1152
2025
Q4 		$360K Buy
9,308
+2,368
+34% +$90.3K ﹤0.01% 2049
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 $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

Corient Private Wealth's SW Position: Q2 2026 in Review

Corient Private Wealth reduced its Smurfit Westrock (SW) stake by 69% in Q2 2026, selling an estimated $1.79M and leaving 19,486 shares worth $901K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Corient Private Wealth first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.48M in Q1 2026. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Corient Private Wealth held 19,486 shares of Smurfit Westrock worth $901K as of Q2 2026.
  • Corient Private Wealth sold 43,277 Smurfit Westrock shares in Q2 2026, an estimated $1.79M.
  • Smurfit Westrock made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1880 holding.
  • Corient Private Wealth first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Corient Private Wealth's Smurfit Westrock position peaked at $2.48M in Q1 2026.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.