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SW

NewEdge Advisors’s Smurfit Westrock SW Stock Holding History

NewEdge 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 		$34.4K Sell
743
-36
-5% -$1.49K ﹤0.01% 3214
2026
Q1 		$31.1K Buy
779
+176
+29% +$7.59K ﹤0.01% 3070
2025
Q4 		$23.3K Sell
603
-186
-24% -$7.09K ﹤0.01% 3207
2025
Q3 		$33.6K Sell
789
-11,377
-94% -$515K ﹤0.01% 2953
2025
Q2 		$525K Sell
12,166
-1,098
-8% -$47K ﹤0.01% 1651
2025
Q1 		$598K Buy
13,264
+8,726
+192% +$442K ﹤0.01% 1484
2024
Q4 		$244K Buy
4,538
+3,040
+203% +$155K ﹤0.01% 1985
2024
Q3 		$74K Buy
+1,498
New +$68.1K ﹤0.01% 2295

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

NewEdge Advisors's SW Position: Q2 2026 in Review

NewEdge Advisors reduced its Smurfit Westrock (SW) stake by 4.6% in Q2 2026, selling an estimated $1.49K and leaving 743 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

NewEdge Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $598K in Q1 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • NewEdge Advisors held 743 shares of Smurfit Westrock worth $34.4K as of Q2 2026.
  • NewEdge Advisors sold 36 Smurfit Westrock shares in Q2 2026, an estimated $1.49K.
  • Smurfit Westrock made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3214 holding.
  • NewEdge Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • NewEdge Advisors's Smurfit Westrock position peaked at $598K in Q1 2025.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.