PWG
SW

Portside Wealth Group’s Smurfit Westrock SW Stock Holding History

Portside Wealth Group’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 		$213K Buy
+4,613
New +$190K 0.02% 478

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ONSWM
Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Portside Wealth Group's SW Position: Q2 2026 in Review

Portside Wealth Group opened a new position in Smurfit Westrock (SW) in Q2 2026: 4,613 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #478 among its holdings.

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

  • Portside Wealth Group held 4,613 shares of Smurfit Westrock worth $213K as of Q2 2026.
  • Smurfit Westrock was a new Portside Wealth Group position in Q2 2026.
  • Smurfit Westrock made up 0.02% of Portside Wealth Group's portfolio in Q2 2026, its #478 holding.
  • 68 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.