Steward Partners Investment Advisory’s Smurfit Westrock SW Stock Holding History

Steward Partners Investment Advisory’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	$1.69M	Buy	36,468 +31,587	+647%	+$1.3M	0.01%	1004
2026 Q1	$195K	Sell	4,881 -512	-9%	-$22.1K	﹤0.01%	2032
2025 Q4	$209K	Sell	5,393 -389	-7%	-$14.8K	﹤0.01%	1913
2025 Q3	$246K	Buy	5,782 +40	+0.7%	+$1.81K	﹤0.01%	1760
2025 Q2	$248K	Sell	5,742 -1,415	-20%	-$60.5K	﹤0.01%	1652
2025 Q1	$323K	Sell	7,157 -1,103	-13%	-$55.9K	﹤0.01%	1410
2024 Q4	$445K	Buy	8,260 +1,912	+30%	+$97.4K	﹤0.01%	1219
2024 Q3	$314K	Buy	+6,348	New	+$289K	﹤0.01%	1313

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Steward Partners Investment Advisory's SW Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Smurfit Westrock (SW) stake by 647% in Q2 2026, buying an estimated $1.3M and bringing the position to 36,468 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #1004.

Steward Partners Investment Advisory first reported a position in SW in Q3 2024 and has held it in 8 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Steward Partners Investment Advisory held 36,468 shares of Smurfit Westrock worth $1.69M as of Q2 2026.
Steward Partners Investment Advisory bought 31,587 Smurfit Westrock shares in Q2 2026, an estimated $1.3M.
Smurfit Westrock made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1004 holding.
Steward Partners Investment Advisory first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.