VFA
SW

Valeo Financial Advisors’s Smurfit Westrock SW Stock Holding History

Valeo 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
Q3 		$297K Buy
+6,732
New +$311K 0.01% 637
2026
Q1 		– Sell
-11,988
Closed -$464K – 900
2025
Q4 		$464K Sell
11,988
-5,414
-31% -$206K 0.01% 486
2025
Q3 		$741K Buy
17,402
+5,898
+51% +$267K 0.02% 377
2025
Q2 		$496K Buy
11,504
+1,047
+10% +$44.8K 0.01% 457
2025
Q1 		$471K Sell
10,457
-2,216
-17% -$112K 0.01% 423
2024
Q4 		$683K Buy
+12,673
New +$646K 0.02% 340

Other funds holding SW

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's SW Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Smurfit Westrock (SW) in Q3 2026: 6,732 shares worth $297K. The stake represents 0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in SW as recently as Q4 2025.

Valeo Financial Advisors first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $741K in Q3 2025. 26 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Valeo Financial Advisors held 6,732 shares of Smurfit Westrock worth $297K as of Q3 2026.
  • Smurfit Westrock was a new Valeo Financial Advisors position in Q3 2026.
  • Smurfit Westrock made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #637 holding.
  • Valeo Financial Advisors first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Valeo Financial Advisors's Smurfit Westrock position peaked at $741K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.