SWGC
SW

Summit Wealth Group (Colorado)’s Smurfit Westrock SW Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-686
Closed -$260K – 497
2025
Q3 		$260K Buy
+686
New +$31K 0.04% 216

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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SW Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 686 shares — an estimated $260K sold.

Summit Wealth Group (Colorado) first reported a position in SW in Q3 2025 and held it in 1 quarter. The position peaked at $260K in Q3 2025. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 686 Smurfit Westrock shares in Q4 2025, an estimated $260K.
  • Summit Wealth Group (Colorado) first reported a position in Smurfit Westrock in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Smurfit Westrock position peaked at $260K in Q3 2025.
  • 595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.