Focus Partners Wealth
SW

Focus Partners Wealth’s Smurfit Westrock SW Stock Holding History

Focus Partners 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 		$1.16M Sell
25,166
-59,694
-70% -$2.47M ﹤0.01% 1591
2026
Q1 		$3.38M Sell
84,860
-1,971
-2% -$85K ﹤0.01% 1084
2025
Q4 		$3.39M Buy
86,831
+76,368
+730% +$2.91M ﹤0.01% 1110
2025
Q3 		$445K Sell
10,463
-601
-5% -$27.2K ﹤0.01% 1660
2025
Q2 		$477K Buy
11,064
+2,066
+23% +$88.4K ﹤0.01% 1461
2025
Q1 		$405K Sell
8,998
-498
-5% -$25.3K ﹤0.01% 1436
2024
Q4 		$511K Buy
+9,496
New +$484K ﹤0.01% 1313

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 $3.38T AUM 44.17% 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

Focus Partners Wealth's SW Position: Q2 2026 in Review

Focus Partners Wealth reduced its Smurfit Westrock (SW) stake by 70% in Q2 2026, selling an estimated $2.47M and leaving 25,166 shares worth $1.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1591.

Focus Partners Wealth first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.39M in Q4 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Focus Partners Wealth held 25,166 shares of Smurfit Westrock worth $1.16M as of Q2 2026.
  • Focus Partners Wealth sold 59,694 Smurfit Westrock shares in Q2 2026, an estimated $2.47M.
  • Smurfit Westrock made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1591 holding.
  • Focus Partners Wealth first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Smurfit Westrock position peaked at $3.39M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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