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
Q2 		$1.39K Sell
30
-26
-46% -$1.07K ﹤0.01% 279
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

MASECO Private Wealth's SW Position: Q2 2026 in Review

MASECO Private Wealth reduced its Smurfit Westrock (SW) stake by 46% in Q2 2026, selling an estimated $1.07K and leaving 30 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

MASECO Private Wealth first reported a position in SW in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.42K in Q2 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • MASECO Private Wealth held 30 shares of Smurfit Westrock worth $1.39K as of Q2 2026.
  • MASECO Private Wealth sold 26 Smurfit Westrock shares in Q2 2026, an estimated $1.07K.
  • Smurfit Westrock made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #279 holding.
  • MASECO Private Wealth first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • MASECO Private Wealth's Smurfit Westrock position peaked at $2.42K in Q2 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.