SVWA
SW

Sarver Vrooman Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Sarver Vrooman Wealth 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 		$32.5K Hold
712
– – 0.02% 95
2026
Q1 		$28.4K Hold
712
– – 0.02% 103
2025
Q4 		$27.5K Hold
712
– – 0.02% 102
2025
Q3 		$30.3K Hold
712
– – 0.02% 100
2025
Q2 		$30.7K Hold
712
– – 0.02% 97
2025
Q1 		$32.1K Buy
+712
New +$36.1K 0.02% 89

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's SW Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Smurfit Westrock (SW) position steady in Q2 2026 at 712 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #95.

Sarver Vrooman Wealth Advisors first reported a position in SW in Q1 2025 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 712 shares of Smurfit Westrock worth $32.5K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Smurfit Westrock in Q1 2025 and has held it in 6 quarters since.
  • 94 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.