FW
SW

FullCircle Wealth’s Smurfit Westrock SW Stock Holding History

FullCircle 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
2025
Q3 		$616K Sell
16,965
-175
-1% -$7.92K 0.22% 132
2025
Q2 		$755K Buy
17,140
+367
+2% +$15.7K 0.28% 114
2025
Q1 		$714K Buy
16,773
+4,311
+35% +$219K 0.29% 110
2024
Q4 		$681K Buy
+12,462
New +$635K 0.28% 110

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FullCircle Wealth's SW Position: Q3 2025 in Review

FullCircle Wealth reduced its Smurfit Westrock (SW) stake by 1% in Q3 2025, selling an estimated $7.92K and leaving 16,965 shares worth $616K. The position accounts for 0.22% of the portfolio, ranked #132.

FullCircle Wealth first reported a position in SW in Q4 2024 and has held it in 4 quarters since. The position peaked at $755K in Q2 2025. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • FullCircle Wealth held 16,965 shares of Smurfit Westrock worth $616K as of Q3 2025.
  • FullCircle Wealth sold 175 Smurfit Westrock shares in Q3 2025, an estimated $7.92K.
  • Smurfit Westrock made up 0.22% of FullCircle Wealth's portfolio in Q3 2025, its #132 holding.
  • FullCircle Wealth first reported a position in Smurfit Westrock in Q4 2024 and has held it in 4 quarters since.
  • FullCircle Wealth's Smurfit Westrock position peaked at $755K in Q2 2025.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.