NAAA
SW

New Age Alpha Advisors’s Smurfit Westrock SW Stock Holding History

New Age Alpha Advisors’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 		$187K Sell
4,035
-629
-13% -$26K 0.01% 771
2026
Q1 		$186K Buy
4,664
+338
+8% +$14.6K 0.01% 627
2025
Q4 		$167K Sell
4,326
-4,752
-52% -$181K 0.01% 632
2025
Q3 		$389K Buy
9,078
+4,466
+97% +$202K 0.02% 526
2025
Q2 		$199K Buy
+4,612
New +$197K 0.01% 632

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

New Age Alpha Advisors's SW Position: Q2 2026 in Review

New Age Alpha Advisors reduced its Smurfit Westrock (SW) stake by 13% in Q2 2026, selling an estimated $26K and leaving 4,035 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #771.

New Age Alpha Advisors first reported a position in SW in Q2 2025 and has held it in 5 quarters since. The position peaked at $389K in Q3 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • New Age Alpha Advisors held 4,035 shares of Smurfit Westrock worth $187K as of Q2 2026.
  • New Age Alpha Advisors sold 629 Smurfit Westrock shares in Q2 2026, an estimated $26K.
  • Smurfit Westrock made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #771 holding.
  • New Age Alpha Advisors first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • New Age Alpha Advisors's Smurfit Westrock position peaked at $389K in Q3 2025.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.