UCFA
SW

United Capital Financial Advisors’s Smurfit Westrock SW Stock Holding History

United Capital Financial 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
Q1 		$263K Sell
6,603
-825
-11% -$35.6K ﹤0.01% 1420
2025
Q4 		$287K Buy
7,428
+1,902
+34% +$72.5K ﹤0.01% 1185
2025
Q3 		$235K Sell
5,526
-602
-10% -$27.2K ﹤0.01% 1099
2025
Q2 		$264K Sell
6,128
-649
-10% -$27.8K ﹤0.01% 966
2025
Q1 		$305K Buy
6,777
+3,025
+81% +$153K ﹤0.01% 883
2024
Q4 		$202K Sell
3,752
-832
-18% -$42.4K ﹤0.01% 1018
2024
Q3 		$227K Buy
+4,584
New +$208K ﹤0.01% 966

Other funds holding SW

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

United Capital Financial Advisors's SW Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Smurfit Westrock (SW) stake by 11% in Q1 2026, selling an estimated $35.6K and leaving 6,603 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

United Capital Financial Advisors first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $305K in Q1 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • United Capital Financial Advisors held 6,603 shares of Smurfit Westrock worth $263K as of Q1 2026.
  • United Capital Financial Advisors sold 825 Smurfit Westrock shares in Q1 2026, an estimated $35.6K.
  • Smurfit Westrock made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1420 holding.
  • United Capital Financial Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • United Capital Financial Advisors's Smurfit Westrock position peaked at $305K in Q1 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.