MFS
SW

Mirabella Financial Services’s Smurfit Westrock SW Stock Holding History

Mirabella Financial 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
Q2 		$200K Sell
4,331
-1,120
-21% -$46.3K 0.02% 619
2026
Q1 		$217K Sell
5,451
-6,576
-55% -$284K 0.02% 731
2025
Q4 		$465K Buy
+12,027
New +$459K 0.04% 294

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 $3.37T AUM 44.26% 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

Mirabella Financial Services's SW Position: Q2 2026 in Review

Mirabella Financial Services reduced its Smurfit Westrock (SW) stake by 21% in Q2 2026, selling an estimated $46.3K and leaving 4,331 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #619.

Mirabella Financial Services first reported a position in SW in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q4 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Mirabella Financial Services held 4,331 shares of Smurfit Westrock worth $200K as of Q2 2026.
  • Mirabella Financial Services sold 1,120 Smurfit Westrock shares in Q2 2026, an estimated $46.3K.
  • Smurfit Westrock made up 0.02% of Mirabella Financial Services's portfolio in Q2 2026, its #619 holding.
  • Mirabella Financial Services first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • Mirabella Financial Services's Smurfit Westrock position peaked at $465K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.