Highland Investment Advisors’s Smurfit Westrock SW Stock Holding History

Highland Investment 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	$16.1K	Buy	+347	New	+$14.3K	0.01%	302

Other funds holding SW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Highland Investment Advisors's SW Position: Q2 2026 in Review

Highland Investment Advisors opened a new position in Smurfit Westrock (SW) in Q2 2026: 347 shares worth $16.1K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings.

607 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Highland Investment Advisors held 347 shares of Smurfit Westrock worth $16.1K as of Q2 2026.
Smurfit Westrock was a new Highland Investment Advisors position in Q2 2026.
Smurfit Westrock made up 0.01% of Highland Investment Advisors's portfolio in Q2 2026, its #302 holding.
607 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Highland Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.