VWA
SW

Valued Wealth Advisors’s Smurfit Westrock SW Stock Holding History

Valued Wealth 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 		$371 Sell
8
-5
-38% -$206 ﹤0.01% 863
2026
Q1 		$519 Hold
13
– – ﹤0.01% 667
2025
Q4 		$503 Hold
13
– – ﹤0.01% 535
2025
Q3 		$554 Sell
13
-7
-35% -$317 ﹤0.01% 511
2025
Q2 		$863 Sell
20
-6
-23% -$257 ﹤0.01% 465
2025
Q1 		$1.17K Hold
26
– – ﹤0.01% 460
2024
Q4 		$1.4K Buy
26
+10
+63% +$509 ﹤0.01% 435
2024
Q3 		$791 Buy
+16
New +$728 ﹤0.01% 485

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

Valued Wealth Advisors's SW Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Smurfit Westrock (SW) stake by 38% in Q2 2026, selling an estimated $206 and leaving 8 shares worth $371. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Valued Wealth Advisors first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.4K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Valued Wealth Advisors held 8 shares of Smurfit Westrock worth $371 as of Q2 2026.
  • Valued Wealth Advisors sold 5 Smurfit Westrock shares in Q2 2026, an estimated $206.
  • Smurfit Westrock made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #863 holding.
  • Valued Wealth Advisors first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Valued Wealth Advisors's Smurfit Westrock position peaked at $1.4K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.