NW
SW

NewEdge Wealth’s Smurfit Westrock SW Stock Holding History

NewEdge 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 		$969K Buy
20,941
+188
+0.9% +$7.76K 0.01% 668
2026
Q1 		$827K Sell
20,753
-1,466
-7% -$63.2K 0.01% 673
2025
Q4 		$859K Buy
22,219
+4,157
+23% +$158K 0.01% 675
2025
Q3 		$651K Buy
18,062
+11,818
+189% +$535K 0.01% 673
2025
Q2 		$274K Buy
+6,244
New +$267K ﹤0.01% 855

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 Wealth's SW Position: Q2 2026 in Review

NewEdge Wealth increased its Smurfit Westrock (SW) stake by 0.91% in Q2 2026, buying an estimated $7.76K and bringing the position to 20,941 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #668.

NewEdge Wealth first reported a position in SW in Q2 2025 and has held it in 5 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • NewEdge Wealth held 20,941 shares of Smurfit Westrock worth $969K as of Q2 2026.
  • NewEdge Wealth bought 188 Smurfit Westrock shares in Q2 2026, an estimated $7.76K.
  • Smurfit Westrock made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #668 holding.
  • NewEdge Wealth first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.