SFA
SW

Sequoia Financial Advisors’s Smurfit Westrock SW Stock Holding History

Sequoia Financial 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 		$598K Sell
12,919
-918
-7% -$37.9K ﹤0.01% 1234
2026
Q1 		$551K Buy
13,837
+2,886
+26% +$124K ﹤0.01% 1222
2025
Q4 		$423K Buy
10,951
+4,603
+73% +$176K ﹤0.01% 1371
2025
Q3 		$270K Buy
+6,348
New +$287K ﹤0.01% 1447

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

Sequoia Financial Advisors's SW Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Smurfit Westrock (SW) stake by 6.6% in Q2 2026, selling an estimated $37.9K and leaving 12,919 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Sequoia Financial Advisors first reported a position in SW in Q3 2025 and has held it in 4 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Sequoia Financial Advisors held 12,919 shares of Smurfit Westrock worth $598K as of Q2 2026.
  • Sequoia Financial Advisors sold 918 Smurfit Westrock shares in Q2 2026, an estimated $37.9K.
  • Smurfit Westrock made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1234 holding.
  • Sequoia Financial Advisors first reported a position in Smurfit Westrock in Q3 2025 and has held it in 4 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.