TWD
SW

True Wealth Design’s Smurfit Westrock SW Stock Holding History

True Wealth Design’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 		$3.42K Buy
74
+9
+14% +$372 ﹤0.01% 1487
2026
Q1 		$2.59K Buy
65
+6
+10% +$259 ﹤0.01% 1437
2025
Q4 		$2.28K Sell
59
-33
-36% -$1.26K ﹤0.01% 1406
2025
Q3 		$3.92K Buy
92
+43
+88% +$1.95K ﹤0.01% 1183
2025
Q2 		$2.12K Buy
49
+25
+104% +$1.07K ﹤0.01% 1160
2025
Q1 		$1.08K Buy
24
+15
+167% +$761 ﹤0.01% 1244
2024
Q4 		$485 Buy
+9
New +$458 ﹤0.01% 1099

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

True Wealth Design's SW Position: Q2 2026 in Review

True Wealth Design increased its Smurfit Westrock (SW) stake by 14% in Q2 2026, buying an estimated $372 and bringing the position to 74 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

True Wealth Design first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.92K in Q3 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • True Wealth Design held 74 shares of Smurfit Westrock worth $3.42K as of Q2 2026.
  • True Wealth Design bought 9 Smurfit Westrock shares in Q2 2026, an estimated $372.
  • Smurfit Westrock made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1487 holding.
  • True Wealth Design first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • True Wealth Design's Smurfit Westrock position peaked at $3.92K in Q3 2025.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.