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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Focus Partners Wealth's SW Position: Q1 2026 in Review

Focus Partners Wealth reduced its Smurfit Westrock (SW) stake by 2.3% in Q1 2026, selling an estimated $85K and leaving 84,860 shares worth $3.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Focus Partners Wealth first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.39M in Q4 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Focus Partners Wealth held 84,860 shares of Smurfit Westrock worth $3.38M as of Q1 2026.
  • Focus Partners Wealth sold 1,971 Smurfit Westrock shares in Q1 2026, an estimated $85K.
  • Smurfit Westrock made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1084 holding.
  • Focus Partners Wealth first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's Smurfit Westrock position peaked at $3.39M in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.