HighPoint Advisor Group’s Smurfit Westrock SW Stock Holding History

HighPoint Advisor 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	-5,220	Closed	-$222K	–	1095
2025 Q3	$222K	Sell	5,220 -122	-2%	-$5.52K	0.01%	628
2025 Q2	$231K	Sell	5,342 -21	-0.4%	-$898	0.01%	604
2025 Q1	$227K	Buy	5,363 +1,167	+28%	+$59.2K	0.01%	582
2024 Q4	$225K	Buy	+4,196	New	+$214K	0.01%	609

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HighPoint Advisor Group's SW Position: Q4 2025 in Review

HighPoint Advisor Group sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 5,220 shares — an estimated $222K sold.

HighPoint Advisor Group first reported a position in SW in Q4 2024 and held it in 4 quarters. The position peaked at $231K in Q2 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

HighPoint Advisor Group reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
HighPoint Advisor Group sold 5,220 Smurfit Westrock shares in Q4 2025, an estimated $222K.
HighPoint Advisor Group first reported a position in Smurfit Westrock in Q4 2024 and held it in 4 quarters.
HighPoint Advisor Group's Smurfit Westrock position peaked at $231K in Q2 2025.
595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on HighPoint Advisor Group's 13F filing for Q4 2025, filed 4 Feb 2026.