EPW
SW

Evolve Private Wealth’s Smurfit Westrock SW Stock Holding History

Evolve Private Wealth’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 		$251K Buy
+5,420
New +$224K 0.02% 823

Other funds holding SW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Evolve Private Wealth's SW Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Smurfit Westrock (SW) in Q2 2026: 5,420 shares worth $251K. The stake represents 0.02% of the portfolio and ranks #823 among its holdings.

637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Evolve Private Wealth held 5,420 shares of Smurfit Westrock worth $251K as of Q2 2026.
  • Smurfit Westrock was a new Evolve Private Wealth position in Q2 2026.
  • Smurfit Westrock made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #823 holding.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.