VAS
SW

Vestmark Advisory Solutions’s Smurfit Westrock SW Stock Holding History

Vestmark Advisory Solutions’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 		$3.42M Buy
74,029
+16,841
+29% +$695K 0.03% 504
2026
Q1 		$2.28M Sell
57,188
-9,277
-14% -$400K 0.03% 577
2025
Q4 		$2.57M Buy
66,465
+59,450
+847% +$2.27M 0.03% 503
2025
Q3 		$299K Sell
7,015
-4,733
-40% -$214K 0.01% 787
2025
Q2 		$507K Buy
+11,748
New +$503K 0.01% 614

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

Vestmark Advisory Solutions's SW Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Smurfit Westrock (SW) stake by 29% in Q2 2026, buying an estimated $695K and bringing the position to 74,029 shares worth $3.42M. The position accounts for 0.03% of the portfolio, ranked #504.

Vestmark Advisory Solutions first reported a position in SW in Q2 2025 and has held it in 5 quarters since. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Vestmark Advisory Solutions held 74,029 shares of Smurfit Westrock worth $3.42M as of Q2 2026.
  • Vestmark Advisory Solutions bought 16,841 Smurfit Westrock shares in Q2 2026, an estimated $695K.
  • Smurfit Westrock made up 0.03% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #504 holding.
  • Vestmark Advisory Solutions first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.