RIA
SW

Recurrent Investment Advisors’s Smurfit Westrock SW Stock Holding History

Recurrent 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
2026
Q2 		$1.21M Hold
26,095
– – 0.07% 51
2026
Q1 		$1.04M Buy
26,095
+13,874
+114% +$598K 0.06% 51
2025
Q4 		$473K Buy
+12,221
New +$466K 0.03% 68
2025
Q2 		– Sell
-11,780
Closed -$531K – 67
2025
Q1 		$531K Sell
11,780
-25,291
-68% -$1.28M 0.05% 58
2024
Q4 		$2M Buy
37,071
+18,619
+101% +$948K 0.18% 33
2024
Q3 		$912K Buy
+18,452
New +$839K 0.09% 41

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

Recurrent Investment Advisors's SW Position: Q2 2026 in Review

Recurrent Investment Advisors held its Smurfit Westrock (SW) position steady in Q2 2026 at 26,095 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #51.

Recurrent Investment Advisors first reported a position in SW in Q3 2024 and has held it in 6 quarters since. The position peaked at $2M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Recurrent Investment Advisors held 26,095 shares of Smurfit Westrock worth $1.21M as of Q2 2026.
  • Recurrent Investment Advisors left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up 0.07% of Recurrent Investment Advisors's portfolio in Q2 2026, its #51 holding.
  • Recurrent Investment Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 6 quarters since.
  • Recurrent Investment Advisors's Smurfit Westrock position peaked at $2M in Q4 2024.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Recurrent Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.