Curio Wealth’s Smurfit Westrock SW Stock Holding History

Curio 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	–	Sell	-23	Closed	-$917	–	1211
2026 Q1	$917	Buy	23 +8	+53%	+$345	﹤0.01%	396
2025 Q4	$572	Hold	15	–	–	﹤0.01%	396
2025 Q3	$639	Buy	+15	New	+$679	﹤0.01%	259

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Curio Wealth's SW Position: Q2 2026 in Review

Curio Wealth sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 23 shares — an estimated $917 sold.

Curio Wealth first reported a position in SW in Q3 2025 and held it in 3 quarters. The position peaked at $917 in Q1 2026. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Curio Wealth reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 23 Smurfit Westrock shares in Q2 2026, an estimated $917.
Curio Wealth first reported a position in Smurfit Westrock in Q3 2025 and held it in 3 quarters.
Curio Wealth's Smurfit Westrock position peaked at $917 in Q1 2026.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.