SWP
SW

SIMA Wealth Partners’s Smurfit Westrock SW Stock Holding History

SIMA Wealth Partners’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
2025
Q3 		– Sell
-225
Closed -$9.71K – 182
2025
Q2 		$9.71K Hold
225
– – 0.01% 123
2025
Q1 		$10.1K Buy
+225
New +$11.4K 0.01% 141

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SIMA Wealth Partners's SW Position: Q3 2025 in Review

SIMA Wealth Partners sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 225 shares — an estimated $9.71K sold.

SIMA Wealth Partners first reported a position in SW in Q1 2025 and held it in 2 quarters. The position peaked at $10.1K in Q1 2025. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • SIMA Wealth Partners reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 225 Smurfit Westrock shares in Q3 2025, an estimated $9.71K.
  • SIMA Wealth Partners first reported a position in Smurfit Westrock in Q1 2025 and held it in 2 quarters.
  • SIMA Wealth Partners's Smurfit Westrock position peaked at $10.1K in Q1 2025.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.