EverSource Wealth Advisors’s Smurfit Westrock SW Stock Holding History

EverSource Wealth Advisors’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	$216K	Sell	4,659 -5,218	-53%	-$215K	0.01%	966
2026 Q1	$394K	Buy	9,877 +3,847	+64%	+$166K	0.01%	712
2025 Q4	$233K	Buy	6,030 +205	+4%	+$7.82K	0.01%	877
2025 Q3	$248K	Buy	5,825 +148	+3%	+$6.7K	0.01%	802
2025 Q2	$245K	Buy	5,677 +774	+16%	+$33.1K	0.01%	774
2025 Q1	$221K	Buy	4,903 +443	+10%	+$22.5K	0.01%	624
2024 Q4	$240K	Buy	4,460 +18	+0.4%	+$917	0.01%	586
2024 Q3	$220K	Buy	+4,442	New	+$202K	0.01%	528

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

EverSource Wealth Advisors's SW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Smurfit Westrock (SW) stake by 53% in Q2 2026, selling an estimated $215K and leaving 4,659 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #966.

EverSource Wealth Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $394K in Q1 2026. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

EverSource Wealth Advisors held 4,659 shares of Smurfit Westrock worth $216K as of Q2 2026.
EverSource Wealth Advisors sold 5,218 Smurfit Westrock shares in Q2 2026, an estimated $215K.
Smurfit Westrock made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #966 holding.
EverSource Wealth Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Smurfit Westrock position peaked at $394K in Q1 2026.
637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.