PCG
SW

Prosperity Consulting Group’s Smurfit Westrock SW Stock Holding History

Prosperity Consulting 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
Q1 		$521K Buy
13,083
+1,620
+14% +$69.9K 0.02% 352
2025
Q4 		$443K Buy
+11,463
New +$437K 0.02% 373

Other funds holding SW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Prosperity Consulting Group's SW Position: Q1 2026 in Review

Prosperity Consulting Group increased its Smurfit Westrock (SW) stake by 14% in Q1 2026, buying an estimated $69.9K and bringing the position to 13,083 shares worth $521K. The position accounts for 0.02% of the portfolio, ranked #352.

Prosperity Consulting Group first reported a position in SW in Q4 2025 and has held it in 2 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Prosperity Consulting Group held 13,083 shares of Smurfit Westrock worth $521K as of Q1 2026.
  • Prosperity Consulting Group bought 1,620 Smurfit Westrock shares in Q1 2026, an estimated $69.9K.
  • Smurfit Westrock made up 0.02% of Prosperity Consulting Group's portfolio in Q1 2026, its #352 holding.
  • Prosperity Consulting Group first reported a position in Smurfit Westrock in Q4 2025 and has held it in 2 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.