SWA
SW

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
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

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

SOA Wealth Advisors's SW Position: Q2 2026 in Review

SOA Wealth Advisors sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 400 shares — an estimated $16.5K sold.

SOA Wealth Advisors first reported a position in SW in Q4 2024 and held it in 3 quarters. The position peaked at $16K in Q1 2026. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • SOA Wealth Advisors reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • SOA Wealth Advisors sold 400 Smurfit Westrock shares in Q2 2026, an estimated $16.5K.
  • SOA Wealth Advisors first reported a position in Smurfit Westrock in Q4 2024 and held it in 3 quarters.
  • SOA Wealth Advisors's Smurfit Westrock position peaked at $16K in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.