Diversify Wealth Management’s Smurfit Westrock SW Stock Holding History

Diversify Wealth Management’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 Q3	$700K	Buy	+16,965	New	+$783K	0.01%	794

Other funds holding SW

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Diversify Wealth Management's SW Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Smurfit Westrock (SW) in Q3 2026: 16,965 shares worth $700K. The stake represents 0.01% of the portfolio and ranks #794 among its holdings.

102 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Diversify Wealth Management held 16,965 shares of Smurfit Westrock worth $700K as of Q3 2026.
Smurfit Westrock was a new Diversify Wealth Management position in Q3 2026.
Smurfit Westrock made up 0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #794 holding.
102 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.