SOA Wealth Advisors
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SOA Wealth Advisors’s Smurfit Westrock SW Stock Holding History

SOA 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
Q3 		– Hold
0
– – – 840
2026
Q2 		– Sell
-400
Closed -$16.5K – 885
2026
Q1 		$16K Buy
+400
New +$17.3K ﹤0.01% 527
2025
Q4 		– Hold
0
– – – 865
2025
Q3 		– Hold
0
– – – 888
2025
Q2 		– Sell
-25
Closed -$1.07K – 873
2025
Q1 		$1.14K Hold
25
– – ﹤0.01% 735
2024
Q4 		$1.36K Buy
+25
New +$1.27K ﹤0.01% 714

Other funds holding SW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SOA Wealth Advisors's SW Position: Q3 2026 in Review

SOA Wealth Advisors held its Smurfit Westrock (SW) position steady in Q3 2026 at 0 shares worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #840.

SOA Wealth Advisors first reported a position in SW in Q4 2024 and has held it in 3 quarters since. The position peaked at $16K in Q1 2026. 480 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • SOA Wealth Advisors held 0 shares of Smurfit Westrock worth $12 as of Q3 2026.
  • SOA Wealth Advisors left its Smurfit Westrock share count unchanged in Q3 2026.
  • Smurfit Westrock made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q3 2026, its #840 holding.
  • SOA Wealth Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 3 quarters since.
  • SOA Wealth Advisors's Smurfit Westrock position peaked at $16K in Q1 2026.
  • 480 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on SOA Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.