HWA
SW

Heritage Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Heritage Wealth 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 		$12.2K Hold
263
– – ﹤0.01% 502
2026
Q1 		$10.5K Buy
+263
New +$11.3K ﹤0.01% 515

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

Heritage Wealth Advisors's SW Position: Q2 2026 in Review

Heritage Wealth Advisors held its Smurfit Westrock (SW) position steady in Q2 2026 at 263 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Heritage Wealth Advisors first reported a position in SW in Q1 2026 and has held it in 2 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Heritage Wealth Advisors held 263 shares of Smurfit Westrock worth $12.2K as of Q2 2026.
  • Heritage Wealth Advisors left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #502 holding.
  • Heritage Wealth Advisors first reported a position in Smurfit Westrock in Q1 2026 and has held it in 2 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.