CFD
SW

Creative Financial Designs’s Smurfit Westrock SW Stock Holding History

Creative Financial Designs’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 		$17.6K Hold
381
– – ﹤0.01% 1349
2026
Q1 		$15.2K Hold
381
– – ﹤0.01% 1275
2025
Q4 		$14.7K Hold
381
– – ﹤0.01% 1243
2025
Q3 		$16.2K Hold
381
– – ﹤0.01% 1209
2025
Q2 		$16.4K Hold
381
– – ﹤0.01% 1200
2025
Q1 		$17.2K Hold
381
– – ﹤0.01% 1127
2024
Q4 		$20.5K Buy
+381
New +$19.4K ﹤0.01% 1042

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 $3.38T AUM 44.17% 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

Creative Financial Designs's SW Position: Q2 2026 in Review

Creative Financial Designs held its Smurfit Westrock (SW) position steady in Q2 2026 at 381 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Creative Financial Designs first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.5K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Creative Financial Designs held 381 shares of Smurfit Westrock worth $17.6K as of Q2 2026.
  • Creative Financial Designs left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1349 holding.
  • Creative Financial Designs first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Creative Financial Designs's Smurfit Westrock position peaked at $20.5K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.