WA
SW

Waverly Advisors’s Smurfit Westrock SW Stock Holding History

Waverly 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
2025
Q2 		– Sell
-6,826
Closed -$308K – 1219
2025
Q1 		$308K Buy
6,826
+621
+10% +$31.5K ﹤0.01% 914
2024
Q4 		$334K Sell
6,205
-825
-12% -$42K 0.01% 791
2024
Q3 		$347K Buy
+7,030
New +$320K 0.01% 649

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waverly Advisors's SW Position: Q2 2025 in Review

Waverly Advisors sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 6,826 shares — an estimated $308K sold.

Waverly Advisors first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $347K in Q3 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Waverly Advisors reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Waverly Advisors sold 6,826 Smurfit Westrock shares in Q2 2025, an estimated $308K.
  • Waverly Advisors first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • Waverly Advisors's Smurfit Westrock position peaked at $347K in Q3 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Waverly Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.