RWM
SW

Rialto Wealth Management’s Smurfit Westrock SW Stock Holding History

Rialto Wealth Management’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 		$6.94K Buy
150
+80
+114% +$3.3K ﹤0.01% 640
2026
Q1 		$2.79K Buy
70
+57
+438% +$2.46K ﹤0.01% 752
2025
Q4 		$503 Sell
13
-61
-82% -$2.33K ﹤0.01% 1278
2025
Q3 		$3.15K Sell
74
-2
-3% -$91 ﹤0.01% 549
2025
Q2 		$3.28K Buy
76
+31
+69% +$1.33K ﹤0.01% 516
2025
Q1 		$2.03K Buy
+45
New +$2.28K ﹤0.01% 525

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

Rialto Wealth Management's SW Position: Q2 2026 in Review

Rialto Wealth Management increased its Smurfit Westrock (SW) stake by 114% in Q2 2026, buying an estimated $3.3K and bringing the position to 150 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Rialto Wealth Management first reported a position in SW in Q1 2025 and has held it in 6 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Rialto Wealth Management held 150 shares of Smurfit Westrock worth $6.94K as of Q2 2026.
  • Rialto Wealth Management bought 80 Smurfit Westrock shares in Q2 2026, an estimated $3.3K.
  • Smurfit Westrock made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Rialto Wealth Management first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.