HHGA
SW

Halbert Hargrove Global Advisors’s Smurfit Westrock SW Stock Holding History

Halbert Hargrove Global Advisors’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 		$467 Buy
+10
New +$413 ﹤0.01% 541
2025
Q4 		– Sell
-65
Closed -$2.77K – 761
2025
Q3 		$2.77K Buy
+65
New +$2.94K ﹤0.01% 507

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 $3.37T AUM 44.26% 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

Halbert Hargrove Global Advisors's SW Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Smurfit Westrock (SW) in Q2 2026: 10 shares worth $467. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SW as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in SW in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.77K in Q3 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Halbert Hargrove Global Advisors held 10 shares of Smurfit Westrock worth $467 as of Q2 2026.
  • Smurfit Westrock was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #541 holding.
  • Halbert Hargrove Global Advisors first reported a position in Smurfit Westrock in Q3 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Smurfit Westrock position peaked at $2.77K in Q3 2025.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.