PCIA
SW

Prime Capital Investment Advisors’s Smurfit Westrock SW Stock Holding History

Prime Capital Investment 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
2025
Q2 		– Sell
-7,470
Closed -$337K – 1128
2025
Q1 		$337K Buy
+7,470
New +$379K ﹤0.01% 799

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Prime Capital Investment Advisors's SW Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 7,470 shares — an estimated $337K sold.

Prime Capital Investment Advisors first reported a position in SW in Q1 2025 and held it in 1 quarter. The position peaked at $337K in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 7,470 Smurfit Westrock shares in Q2 2025, an estimated $337K.
  • Prime Capital Investment Advisors first reported a position in Smurfit Westrock in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Smurfit Westrock position peaked at $337K in Q1 2025.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.