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 Q2	$1.07M	Sell	23,196 -8,166	-26%	-$337K	﹤0.01%	2199
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 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 $3.38T AUM 44.17% 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

HighTower Advisors's SW Position: Q2 2026 in Review

HighTower Advisors reduced its Smurfit Westrock (SW) stake by 26% in Q2 2026, selling an estimated $337K and leaving 23,196 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

HighTower Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q3 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

HighTower Advisors held 23,196 shares of Smurfit Westrock worth $1.07M as of Q2 2026.
HighTower Advisors sold 8,166 Smurfit Westrock shares in Q2 2026, an estimated $337K.
Smurfit Westrock made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2199 holding.
HighTower Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
HighTower Advisors's Smurfit Westrock position peaked at $2.01M in Q3 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.