Strategic Wealth Partners
SW icon

Strategic Wealth Partners’s Smurfit Westrock SW Stock Holding History

Strategic 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
2026
Q3 		$22K Hold
498
– – ﹤0.01% 580
2026
Q2 		$23K Hold
498
– – ﹤0.01% 713
2026
Q1 		$19.8K Hold
498
– – ﹤0.01% 712
2025
Q4 		$19.3K Hold
498
– – ﹤0.01% 709
2025
Q3 		$21.2K Hold
498
– – ﹤0.01% 716
2025
Q2 		$21.5K Buy
+498
New +$21.3K ﹤0.01% 635

Other funds holding SW

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

Strategic Wealth Partners's SW Position: Q3 2026 in Review

Strategic Wealth Partners held its Smurfit Westrock (SW) position steady in Q3 2026 at 498 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

Strategic Wealth Partners first reported a position in SW in Q2 2025 and has held it in 6 quarters since. The position peaked at $23K in Q2 2026. 565 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Strategic Wealth Partners held 498 shares of Smurfit Westrock worth $22K as of Q3 2026.
  • Strategic Wealth Partners left its Smurfit Westrock share count unchanged in Q3 2026.
  • Smurfit Westrock made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q3 2026, its #580 holding.
  • Strategic Wealth Partners first reported a position in Smurfit Westrock in Q2 2025 and has held it in 6 quarters since.
  • Strategic Wealth Partners's Smurfit Westrock position peaked at $23K in Q2 2026.
  • 565 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Strategic Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.