DPW
SW

DiNuzzo Private Wealth’s Smurfit Westrock SW Stock Holding History

DiNuzzo Private 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 		$1.67K Hold
36
– – ﹤0.01% 742
2026
Q1 		$1.44K Buy
36
+14
+64% +$604 ﹤0.01% 762
2025
Q4 		$851 Sell
22
-2
-8% -$76 ﹤0.01% 922
2025
Q3 		$1.14K Buy
24
+3
+14% +$136 ﹤0.01% 830
2025
Q2 		$907 Buy
21
+5
+31% +$214 ﹤0.01% 885
2025
Q1 		$721 Buy
16
+4
+33% +$203 ﹤0.01% 935
2024
Q4 		$647 Buy
+12
New +$611 ﹤0.01% 984

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

DiNuzzo Private Wealth's SW Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Smurfit Westrock (SW) position steady in Q2 2026 at 36 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

DiNuzzo Private Wealth first reported a position in SW in Q4 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • DiNuzzo Private Wealth held 36 shares of Smurfit Westrock worth $1.67K as of Q2 2026.
  • DiNuzzo Private Wealth left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #742 holding.
  • DiNuzzo Private Wealth first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • 197 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.