CFO
SW

CVA Family Office’s Smurfit Westrock SW Stock Holding History

CVA Family Office’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 		$14K Sell
303
-87
-22% -$3.59K ﹤0.01% 921
2026
Q1 		$15.5K Buy
390
+374
+2,338% +$16.1K ﹤0.01% 870
2025
Q4 		$619 Sell
16
-131
-89% -$5K ﹤0.01% 1176
2025
Q3 		$6.26K Hold
147
– – ﹤0.01% 862
2025
Q2 		$6.34K Sell
147
-60
-29% -$2.57K ﹤0.01% 854
2025
Q1 		$9.33K Sell
207
-73
-26% -$3.7K ﹤0.01% 802
2024
Q4 		$15.1K Sell
280
-248
-47% -$12.6K ﹤0.01% 725
2024
Q3 		$26.1K Buy
+528
New +$24K ﹤0.01% 614

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

CVA Family Office's SW Position: Q2 2026 in Review

CVA Family Office reduced its Smurfit Westrock (SW) stake by 22% in Q2 2026, selling an estimated $3.59K and leaving 303 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

CVA Family Office first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $26.1K in Q3 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • CVA Family Office held 303 shares of Smurfit Westrock worth $14K as of Q2 2026.
  • CVA Family Office sold 87 Smurfit Westrock shares in Q2 2026, an estimated $3.59K.
  • Smurfit Westrock made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #921 holding.
  • CVA Family Office first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • CVA Family Office's Smurfit Westrock position peaked at $26.1K in Q3 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.