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
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

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Valeo Financial Advisors's SW Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 11,988 shares — an estimated $464K sold.

Valeo Financial Advisors first reported a position in SW in Q4 2024 and held it in 5 quarters. The position peaked at $741K in Q3 2025. 615 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 11,988 Smurfit Westrock shares in Q1 2026, an estimated $464K.
  • Valeo Financial Advisors first reported a position in Smurfit Westrock in Q4 2024 and held it in 5 quarters.
  • Valeo Financial Advisors's Smurfit Westrock position peaked at $741K in Q3 2025.
  • 615 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.