GoalVest Advisory’s Smurfit Westrock SW Stock Holding History

GoalVest Advisory’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	-4	Closed	-$180	–	544
2025 Q1	$180	Buy	+4	New	+$203	﹤0.01%	464

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

GoalVest Advisory's SW Position: Q2 2025 in Review

GoalVest Advisory sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 4 shares — an estimated $180 sold.

GoalVest Advisory first reported a position in SW in Q1 2025 and held it in 1 quarter. The position peaked at $180 in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

GoalVest Advisory reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 4 Smurfit Westrock shares in Q2 2025, an estimated $180.
GoalVest Advisory first reported a position in Smurfit Westrock in Q1 2025 and held it in 1 quarter.
GoalVest Advisory's Smurfit Westrock position peaked at $180 in Q1 2025.
575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.