DWM
SW

Dogwood Wealth Management’s Smurfit Westrock SW Stock Holding History

Dogwood 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
Q2 		$278 Hold
6
– – ﹤0.01% 823
2026
Q1 		$239 Buy
+6
New +$259 ﹤0.01% 819
2024
Q3 		– Hold
0
– – – 580

Other funds holding SW

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Dogwood Wealth Management's SW Position: Q2 2026 in Review

Dogwood Wealth Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 6 shares worth $278. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Dogwood Wealth Management first reported a position in SW in Q1 2026 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Dogwood Wealth Management held 6 shares of Smurfit Westrock worth $278 as of Q2 2026.
  • Dogwood Wealth Management left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #823 holding.
  • Dogwood Wealth Management first reported a position in Smurfit Westrock in Q1 2026 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.