GWSG
SW

GPS Wealth Strategies Group’s Smurfit Westrock SW Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-77
Closed -$3.28K – 1648
2025
Q3 		$3.28K Buy
+77
New +$3.48K ﹤0.01% 1345

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GPS Wealth Strategies Group's SW Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 77 shares — an estimated $3.28K sold.

GPS Wealth Strategies Group first reported a position in SW in Q3 2025 and held it in 1 quarter. The position peaked at $3.28K in Q3 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 77 Smurfit Westrock shares in Q4 2025, an estimated $3.28K.
  • GPS Wealth Strategies Group first reported a position in Smurfit Westrock in Q3 2025 and held it in 1 quarter.
  • GPS Wealth Strategies Group's Smurfit Westrock position peaked at $3.28K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.