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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

NewEdge Wealth's SW Position: Q1 2026 in Review

NewEdge Wealth reduced its Smurfit Westrock (SW) stake by 6.6% in Q1 2026, selling an estimated $63.2K and leaving 20,753 shares worth $827K. The position accounts for 0.01% of the portfolio, ranked #673.

NewEdge Wealth first reported a position in SW in Q2 2025 and has held it in 4 quarters since. The position peaked at $859K in Q4 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • NewEdge Wealth held 20,753 shares of Smurfit Westrock worth $827K as of Q1 2026.
  • NewEdge Wealth sold 1,466 Smurfit Westrock shares in Q1 2026, an estimated $63.2K.
  • Smurfit Westrock made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #673 holding.
  • NewEdge Wealth first reported a position in Smurfit Westrock in Q2 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's Smurfit Westrock position peaked at $859K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.