Fiduciary Alliance’s Smurfit Westrock SW Stock Holding History

Fiduciary Alliance’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
2025 Q2	–	Sell	-5,018	Closed	-$226K	–	486
2025 Q1	$226K	Buy	5,018 +318	+7%	+$16.1K	0.02%	353
2024 Q4	$253K	Buy	+4,700	New	+$239K	0.03%	309

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fiduciary Alliance's SW Position: Q2 2025 in Review

Fiduciary Alliance sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 5,018 shares — an estimated $226K sold.

Fiduciary Alliance first reported a position in SW in Q4 2024 and held it in 2 quarters. The position peaked at $253K in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

Fiduciary Alliance reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
Fiduciary Alliance sold 5,018 Smurfit Westrock shares in Q2 2025, an estimated $226K.
Fiduciary Alliance first reported a position in Smurfit Westrock in Q4 2024 and held it in 2 quarters.
Fiduciary Alliance's Smurfit Westrock position peaked at $253K in Q4 2024.
575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Fiduciary Alliance's 13F filing for Q2 2025, filed 9 Jul 2025.