EWP
SW

Elevation Wealth Partners’s Smurfit Westrock SW Stock Holding History

Elevation Wealth Partners’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 		$4.12K Buy
89
+45
+102% +$1.86K ﹤0.01% 1062
2026
Q1 		$1.75K Buy
44
+26
+144% +$1.12K ﹤0.01% 931
2025
Q4 		$697 Sell
18
-3
-14% -$114 ﹤0.01% 892
2025
Q3 		$894 Buy
+21
New +$950 ﹤0.01% 754

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
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Elevation Wealth Partners's SW Position: Q2 2026 in Review

Elevation Wealth Partners increased its Smurfit Westrock (SW) stake by 102% in Q2 2026, buying an estimated $1.86K and bringing the position to 89 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Elevation Wealth Partners first reported a position in SW in Q3 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Elevation Wealth Partners held 89 shares of Smurfit Westrock worth $4.12K as of Q2 2026.
  • Elevation Wealth Partners bought 45 Smurfit Westrock shares in Q2 2026, an estimated $1.86K.
  • Smurfit Westrock made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1062 holding.
  • Elevation Wealth Partners first reported a position in Smurfit Westrock in Q3 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.