Creative Planning
SW

Creative Planning’s Smurfit Westrock SW Stock Holding History

Creative Planning’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 		$1.39M Buy
30,071
+11,745
+64% +$485K ﹤0.01% 2376
2026
Q1 		$730K Buy
18,326
+10,974
+149% +$473K ﹤0.01% 2721
2025
Q4 		$284K Buy
7,352
+270
+4% +$10.3K ﹤0.01% 3278
2025
Q3 		$301K Buy
7,082
+338
+5% +$15.3K ﹤0.01% 3140
2025
Q2 		$291K Sell
6,744
-15,364
-69% -$657K ﹤0.01% 2919
2025
Q1 		$996K Sell
22,108
-2,274
-9% -$115K ﹤0.01% 1719
2024
Q4 		$1.31M Buy
24,382
+7,705
+46% +$392K ﹤0.01% 1442
2024
Q3 		$824K Buy
+16,677
New +$758K ﹤0.01% 1673

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

Creative Planning's SW Position: Q2 2026 in Review

Creative Planning increased its Smurfit Westrock (SW) stake by 64% in Q2 2026, buying an estimated $485K and bringing the position to 30,071 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Creative Planning first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Creative Planning held 30,071 shares of Smurfit Westrock worth $1.39M as of Q2 2026.
  • Creative Planning bought 11,745 Smurfit Westrock shares in Q2 2026, an estimated $485K.
  • Smurfit Westrock made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2376 holding.
  • Creative Planning first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.