MPW
SW

MASECO Private Wealth’s Smurfit Westrock SW Stock Holding History

MASECO Private Wealth’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 		$2.2K Hold
56
– – ﹤0.01% 337
2025
Q4 		$2.16K Hold
56
– – ﹤0.01% 477
2025
Q3 		$2.35K Hold
56
– – ﹤0.01% 228
2025
Q2 		$2.42K Buy
+56
New +$2.4K ﹤0.01% 445

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

MASECO Private Wealth's SW Position: Q1 2026 in Review

MASECO Private Wealth held its Smurfit Westrock (SW) position steady in Q1 2026 at 56 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

MASECO Private Wealth first reported a position in SW in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.42K in Q2 2025. 612 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • MASECO Private Wealth held 56 shares of Smurfit Westrock worth $2.2K as of Q1 2026.
  • MASECO Private Wealth left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #337 holding.
  • MASECO Private Wealth first reported a position in Smurfit Westrock in Q2 2025 and has held it in 4 quarters since.
  • MASECO Private Wealth's Smurfit Westrock position peaked at $2.42K in Q2 2025.
  • 612 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.