Physician Wealth Advisors
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Physician Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Physician Wealth 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
Q3 		$4.59K Buy
104
+60
+136% +$2.77K ﹤0.01% 1183
2026
Q2 		$2.04K Buy
+44
New +$1.82K ﹤0.01% 1497
2025
Q2 		– Sell
-110
Closed -$4.96K – 2010
2025
Q1 		$4.96K Hold
110
– – ﹤0.01% 734
2024
Q4 		$5.92K Buy
+110
New +$5.6K ﹤0.01% 706

Other funds holding SW

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 18.29% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Physician Wealth Advisors's SW Position: Q3 2026 in Review

Physician Wealth Advisors increased its Smurfit Westrock (SW) stake by 136% in Q3 2026, buying an estimated $2.77K and bringing the position to 104 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Physician Wealth Advisors first reported a position in SW in Q4 2024 and has held it in 4 quarters since. The position peaked at $5.92K in Q4 2024. 114 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Physician Wealth Advisors held 104 shares of Smurfit Westrock worth $4.59K as of Q3 2026.
  • Physician Wealth Advisors bought 60 Smurfit Westrock shares in Q3 2026, an estimated $2.77K.
  • Smurfit Westrock made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1183 holding.
  • Physician Wealth Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Smurfit Westrock position peaked at $5.92K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.