Covestor
SW icon

Covestor’s Smurfit Westrock SW Stock Holding History

Covestor’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 		$64K Sell
1,444
-771
-35% -$35.6K 0.04% 618
2026
Q2 		$103K Buy
2,215
+310
+16% +$12.8K 0.06% 349
2026
Q1 		$76K Sell
1,905
-355
-16% -$15.3K 0.05% 434
2025
Q4 		$87K Buy
2,260
+766
+51% +$29.2K 0.05% 650
2025
Q3 		$64K Sell
1,494
-28
-2% -$1.27K 0.04% 796
2025
Q2 		$66K Sell
1,522
-748
-33% -$32K 0.04% 779
2025
Q1 		$102K Sell
2,270
-38
-2% -$1.93K 0.07% 480
2024
Q4 		$124K Buy
2,308
+188
+9% +$9.6K 0.08% 389
2024
Q3 		$105K Buy
+2,120
New +$96.4K 0.07% 489

Other funds holding SW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Covestor's SW Position: Q3 2026 in Review

Covestor reduced its Smurfit Westrock (SW) stake by 35% in Q3 2026, selling an estimated $35.6K and leaving 1,444 shares worth $64K. The position accounts for 0.04% of the portfolio, ranked #618.

Covestor first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $124K in Q4 2024. 565 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Covestor held 1,444 shares of Smurfit Westrock worth $64K as of Q3 2026.
  • Covestor sold 771 Smurfit Westrock shares in Q3 2026, an estimated $35.6K.
  • Smurfit Westrock made up 0.04% of Covestor's portfolio in Q3 2026, its #618 holding.
  • Covestor first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • Covestor's Smurfit Westrock position peaked at $124K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.