STA
SW

Summit Trail Advisors’s Smurfit Westrock SW Stock Holding History

Summit Trail 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 		$1.07M Buy
23,228
+3,352
+17% +$138K 0.01% 960
2026
Q1 		$792K Buy
19,876
+1,680
+9% +$72.5K 0.01% 1015
2025
Q4 		$704K Buy
18,196
+3,574
+24% +$136K 0.01% 977
2025
Q3 		$622K Buy
14,622
+8,648
+145% +$391K 0.01% 1013
2025
Q2 		$258K Buy
+5,974
New +$256K ﹤0.01% 978

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

Summit Trail Advisors's SW Position: Q2 2026 in Review

Summit Trail Advisors increased its Smurfit Westrock (SW) stake by 17% in Q2 2026, buying an estimated $138K and bringing the position to 23,228 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #960.

Summit Trail Advisors first reported a position in SW in Q2 2025 and has held it in 5 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Summit Trail Advisors held 23,228 shares of Smurfit Westrock worth $1.07M as of Q2 2026.
  • Summit Trail Advisors bought 3,352 Smurfit Westrock shares in Q2 2026, an estimated $138K.
  • Smurfit Westrock made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #960 holding.
  • Summit Trail Advisors first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.