KAS
SW

Kestra Advisory Services’s Smurfit Westrock SW Stock Holding History

Kestra Advisory Services’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 		– Sell
-4,594
Closed -$178K – 4487
2025
Q4 		$178K Sell
4,594
-1,301
-22% -$49.6K ﹤0.01% 2996
2025
Q3 		$251K Sell
5,895
-779
-12% -$35.3K ﹤0.01% 2584
2025
Q2 		$288K Sell
6,674
-158
-2% -$6.76K ﹤0.01% 2383
2025
Q1 		$308K Sell
6,832
-4,271
-38% -$217K ﹤0.01% 2153
2024
Q4 		$598K Buy
11,103
+2,638
+31% +$134K ﹤0.01% 1755
2024
Q3 		$418K Buy
+8,465
New +$385K ﹤0.01% 1879

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

Kestra Advisory Services's SW Position: Q1 2026 in Review

Kestra Advisory Services sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 4,594 shares — an estimated $178K sold.

Kestra Advisory Services first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $598K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Kestra Advisory Services reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 4,594 Smurfit Westrock shares in Q1 2026, an estimated $178K.
  • Kestra Advisory Services first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
  • Kestra Advisory Services's Smurfit Westrock position peaked at $598K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.