Envestnet Asset Management’s Smurfit Westrock SW Stock Holding History

Envestnet Asset 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	$33.1M	Buy	715,783 +80,193	+13%	+$3.31M	0.01%	1105
2026 Q1	$25.3M	Buy	635,590 +141,712	+29%	+$6.11M	0.01%	1189
2025 Q4	$19.1M	Buy	493,878 +88,293	+22%	+$3.37M	0.01%	1240
2025 Q3	$17.3M	Sell	405,585 -1,904	-0.5%	-$86.2K	0.01%	1380
2025 Q2	$17.6M	Sell	407,489 -111,200	-21%	-$4.76M	0.01%	1332
2025 Q1	$23.4M	Sell	518,689 -173,365	-25%	-$8.79M	0.01%	1096
2024 Q4	$37.3M	Buy	692,054 +242,011	+54%	+$12.3M	0.01%	844
2024 Q3	$22.2M	Buy	+450,043	New	+$20.5M	0.01%	1107

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Envestnet Asset Management's SW Position: Q2 2026 in Review

Envestnet Asset Management increased its Smurfit Westrock (SW) stake by 13% in Q2 2026, buying an estimated $3.31M and bringing the position to 715,783 shares worth $33.1M. The position accounts for 0.01% of the portfolio, ranked #1105.

Envestnet Asset Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $37.3M in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Envestnet Asset Management held 715,783 shares of Smurfit Westrock worth $33.1M as of Q2 2026.
Envestnet Asset Management bought 80,193 Smurfit Westrock shares in Q2 2026, an estimated $3.31M.
Smurfit Westrock made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1105 holding.
Envestnet Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Envestnet Asset Management's Smurfit Westrock position peaked at $37.3M in Q4 2024.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.