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
Q3 		$3.26K Sell
74
-15
-17% -$692 ﹤0.01% 1176
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

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Elevation Wealth Partners's SW Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Smurfit Westrock (SW) stake by 17% in Q3 2026, selling an estimated $692 and leaving 74 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Elevation Wealth Partners first reported a position in SW in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.12K in Q2 2026. 26 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Elevation Wealth Partners held 74 shares of Smurfit Westrock worth $3.26K as of Q3 2026.
  • Elevation Wealth Partners sold 15 Smurfit Westrock shares in Q3 2026, an estimated $692.
  • Smurfit Westrock made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1176 holding.
  • Elevation Wealth Partners first reported a position in Smurfit Westrock in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Smurfit Westrock position peaked at $4.12K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.