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
Q2 		$705K Buy
15,234
+2,151
+16% +$88.8K 0.03% 337
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Prosperity Consulting Group's SW Position: Q2 2026 in Review

Prosperity Consulting Group increased its Smurfit Westrock (SW) stake by 16% in Q2 2026, buying an estimated $88.8K and bringing the position to 15,234 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #337.

Prosperity Consulting Group first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Prosperity Consulting Group held 15,234 shares of Smurfit Westrock worth $705K as of Q2 2026.
  • Prosperity Consulting Group bought 2,151 Smurfit Westrock shares in Q2 2026, an estimated $88.8K.
  • Smurfit Westrock made up 0.03% of Prosperity Consulting Group's portfolio in Q2 2026, its #337 holding.
  • Prosperity Consulting Group first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.