Plante Moran Financial Advisors’s Smurfit Westrock SW Stock Holding History

Plante Moran Financial 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	$139	Buy	+3	New	+$124	﹤0.01%	1515

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Plante Moran Financial Advisors's SW Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Smurfit Westrock (SW) in Q2 2026: 3 shares worth $139. The stake represents ﹤0.01% of the portfolio and ranks #1515 among its holdings.

350 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Plante Moran Financial Advisors held 3 shares of Smurfit Westrock worth $139 as of Q2 2026.
Smurfit Westrock was a new Plante Moran Financial Advisors position in Q2 2026.
Smurfit Westrock made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1515 holding.
350 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.