IWC
SW

Integrated Wealth Concepts’s Smurfit Westrock SW Stock Holding History

Integrated Wealth Concepts’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
-6,082
Closed -$259K – 2073
2025
Q3 		$259K Buy
6,082
+1,126
+23% +$51K ﹤0.01% 1712
2025
Q2 		$214K Sell
4,956
-545
-10% -$23.3K ﹤0.01% 1735
2025
Q1 		$248K Buy
5,501
+346
+7% +$17.5K ﹤0.01% 1511
2024
Q4 		$278K Buy
+5,155
New +$263K ﹤0.01% 1412

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's SW Position: Q4 2025 in Review

Integrated Wealth Concepts sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 6,082 shares — an estimated $259K sold.

Integrated Wealth Concepts first reported a position in SW in Q4 2024 and held it in 4 quarters. The position peaked at $278K in Q4 2024. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Integrated Wealth Concepts reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 6,082 Smurfit Westrock shares in Q4 2025, an estimated $259K.
  • Integrated Wealth Concepts first reported a position in Smurfit Westrock in Q4 2024 and held it in 4 quarters.
  • Integrated Wealth Concepts's Smurfit Westrock position peaked at $278K in Q4 2024.
  • 594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Integrated Wealth Concepts's 13F filing for Q4 2025, filed 13 Feb 2026.