HighTower Advisors
SW

HighTower Advisors’s Smurfit Westrock SW Stock Holding History

HighTower 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
Q1 		$1.25M Buy
31,362
+6,018
+24% +$260K ﹤0.01% 2030
2025
Q4 		$980K Buy
25,344
+2,827
+13% +$108K ﹤0.01% 2130
2025
Q3 		$959K Buy
22,517
+1,147
+5% +$51.9K ﹤0.01% 2128
2025
Q2 		$922K Sell
21,370
-5,404
-20% -$231K ﹤0.01% 2064
2025
Q1 		$1.21M Sell
26,774
-9,534
-26% -$483K ﹤0.01% 1835
2024
Q4 		$1.96M Sell
36,308
-4,379
-11% -$223K ﹤0.01% 1530
2024
Q3 		$2.01M Buy
+40,687
New +$1.85M ﹤0.01% 1522

Other funds holding SW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HighTower Advisors's SW Position: Q1 2026 in Review

HighTower Advisors increased its Smurfit Westrock (SW) stake by 24% in Q1 2026, buying an estimated $260K and bringing the position to 31,362 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2030.

HighTower Advisors first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q3 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • HighTower Advisors held 31,362 shares of Smurfit Westrock worth $1.25M as of Q1 2026.
  • HighTower Advisors bought 6,018 Smurfit Westrock shares in Q1 2026, an estimated $260K.
  • Smurfit Westrock made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2030 holding.
  • HighTower Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • HighTower Advisors's Smurfit Westrock position peaked at $2.01M in Q3 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.