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
Q2 		– Sell
-6,603
Closed -$263K – 1754
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 $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

United Capital Financial Advisors's SW Position: Q2 2026 in Review

United Capital Financial Advisors sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 6,603 shares — an estimated $263K sold.

United Capital Financial Advisors first reported a position in SW in Q3 2024 and held it in 7 quarters. The position peaked at $305K in Q1 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • United Capital Financial Advisors reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,603 Smurfit Westrock shares in Q2 2026, an estimated $263K.
  • United Capital Financial Advisors first reported a position in Smurfit Westrock in Q3 2024 and held it in 7 quarters.
  • United Capital Financial Advisors's Smurfit Westrock position peaked at $305K in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.