SC
SW

Stephens Consulting’s Smurfit Westrock SW Stock Holding History

Stephens Consulting’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
-1
Closed -$44 – 1215
2025
Q2 		$44 Buy
+1
New +$43 ﹤0.01% 1126

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

Stephens Consulting's SW Position: Q3 2025 in Review

Stephens Consulting sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 1 share — an estimated $44 sold.

Stephens Consulting first reported a position in SW in Q2 2025 and held it in 1 quarter. The position peaked at $44 in Q2 2025. 599 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Stephens Consulting reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 1 Smurfit Westrock share in Q3 2025, an estimated $44.
  • Stephens Consulting first reported a position in Smurfit Westrock in Q2 2025 and held it in 1 quarter.
  • Stephens Consulting's Smurfit Westrock position peaked at $44 in Q2 2025.
  • 599 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.