DWM
SW

Dynasty Wealth Management’s Smurfit Westrock SW Stock Holding History

Dynasty 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
2025
Q3 		– Sell
-17,566
Closed -$758K – 355
2025
Q2 		$758K Buy
17,566
+409
+2% +$17.5K 0.01% 151
2025
Q1 		$773K Buy
17,157
+446
+3% +$22.6K 0.01% 167
2024
Q4 		$900K Buy
+16,711
New +$851K 0.02% 155

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dynasty Wealth Management's SW Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 17,566 shares — an estimated $758K sold.

Dynasty Wealth Management first reported a position in SW in Q4 2024 and held it in 3 quarters. The position peaked at $900K in Q4 2024. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 17,566 Smurfit Westrock shares in Q3 2025, an estimated $758K.
  • Dynasty Wealth Management first reported a position in Smurfit Westrock in Q4 2024 and held it in 3 quarters.
  • Dynasty Wealth Management's Smurfit Westrock position peaked at $900K in Q4 2024.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.