VisionPoint Advisory Group
SW icon

VisionPoint Advisory Group’s Smurfit Westrock SW Stock Holding History

VisionPoint Advisory Group’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 		$235K Sell
5,333
-1,752
-25% -$80.9K 0.04% 402
2026
Q2 		$328K Sell
7,085
-13,311
-65% -$550K 0.05% 338
2026
Q1 		$813K Buy
+20,396
New +$880K 0.15% 150

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Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exane Asset Management
Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

VisionPoint Advisory Group's SW Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Smurfit Westrock (SW) stake by 25% in Q3 2026, selling an estimated $80.9K and leaving 5,333 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #402.

VisionPoint Advisory Group first reported a position in SW in Q1 2026 and has held it in 3 quarters since. The position peaked at $813K in Q1 2026. 147 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • VisionPoint Advisory Group held 5,333 shares of Smurfit Westrock worth $235K as of Q3 2026.
  • VisionPoint Advisory Group sold 1,752 Smurfit Westrock shares in Q3 2026, an estimated $80.9K.
  • Smurfit Westrock made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #402 holding.
  • VisionPoint Advisory Group first reported a position in Smurfit Westrock in Q1 2026 and has held it in 3 quarters since.
  • VisionPoint Advisory Group's Smurfit Westrock position peaked at $813K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.