NewSquare Capital’s Smurfit Westrock SW Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-193	Closed	-$8.33K	–	1290
2025 Q2	$8.33K	Buy	+193	New	+$8.26K	﹤0.01%	698

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NewSquare Capital's SW Position: Q3 2025 in Review

NewSquare Capital sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 193 shares — an estimated $8.33K sold.

NewSquare Capital first reported a position in SW in Q2 2025 and held it in 1 quarter. The position peaked at $8.33K in Q2 2025. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

NewSquare Capital reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 193 Smurfit Westrock shares in Q3 2025, an estimated $8.33K.
NewSquare Capital first reported a position in Smurfit Westrock in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Smurfit Westrock position peaked at $8.33K in Q2 2025.
599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.