VAG
SW

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
Q2 		$328K Sell
7,085
-13,311
-65% -$550K 0.05% 338
2026
Q1 		$813K Buy
+20,396
New +$880K 0.15% 150

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
ONSWM
Old North State Wealth Management Wilmington, North Carolina $234M AUM 31.73% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

VisionPoint Advisory Group's SW Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Smurfit Westrock (SW) stake by 65% in Q2 2026, selling an estimated $550K and leaving 7,085 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #338.

VisionPoint Advisory Group first reported a position in SW in Q1 2026 and has held it in 2 quarters since. The position peaked at $813K in Q1 2026. 68 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • VisionPoint Advisory Group held 7,085 shares of Smurfit Westrock worth $328K as of Q2 2026.
  • VisionPoint Advisory Group sold 13,311 Smurfit Westrock shares in Q2 2026, an estimated $550K.
  • Smurfit Westrock made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #338 holding.
  • VisionPoint Advisory Group first reported a position in Smurfit Westrock in Q1 2026 and has held it in 2 quarters since.
  • VisionPoint Advisory Group's Smurfit Westrock position peaked at $813K in Q1 2026.
  • 68 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.