Highline Wealth Partners’s Smurfit Westrock SW Stock Holding History

Highline Wealth Partners’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 Q3	$1.01K	Buy	23 +17	+283%	+$785	﹤0.01%	1338
2026 Q2	$278	Sell	6 -47	-89%	-$1.94K	﹤0.01%	1375
2026 Q1	$2.11K	Buy	+53	New	+$2.29K	﹤0.01%	1056
2025 Q4	–	Sell	-3	Closed	-$128	–	1174
2025 Q3	$128	Hold	3	–	–	﹤0.01%	1067
2025 Q2	$129	Sell	3 -56	-95%	-$2.4K	﹤0.01%	877
2025 Q1	$2.66K	Buy	+59	New	+$2.99K	﹤0.01%	577

Other funds holding SW

Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Highline Wealth Partners's SW Position: Q3 2026 in Review

Highline Wealth Partners increased its Smurfit Westrock (SW) stake by 283% in Q3 2026, buying an estimated $785 and bringing the position to 23 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Highline Wealth Partners first reported a position in SW in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.66K in Q1 2025. 111 funds tracked by Wall St. Rank hold SW as of Q3 2026.

Highline Wealth Partners held 23 shares of Smurfit Westrock worth $1.01K as of Q3 2026.
Highline Wealth Partners bought 17 Smurfit Westrock shares in Q3 2026, an estimated $785.
Smurfit Westrock made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1338 holding.
Highline Wealth Partners first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
Highline Wealth Partners's Smurfit Westrock position peaked at $2.66K in Q1 2025.
111 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.