Wealth Alliance’s Smurfit Westrock SW Stock Holding History

Wealth Alliance’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	$578K	Buy	12,496 +511	+4%	+$21.1K	0.05%	292
2026 Q1	$478K	Buy	+11,985	New	+$517K	0.05%	303
2025 Q4	–	Sell	-11,265	Closed	-$480K	–	601
2025 Q3	$480K	Sell	11,265 -1,104	-9%	-$50K	0.05%	311
2025 Q2	$534K	Sell	12,369 -1,261	-9%	-$53.9K	0.06%	277
2025 Q1	$614K	Buy	13,630 +4,209	+45%	+$213K	0.07%	237
2024 Q4	$507K	Buy	+9,421	New	+$480K	0.06%	259

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealth Alliance's SW Position: Q2 2026 in Review

Wealth Alliance increased its Smurfit Westrock (SW) stake by 4.3% in Q2 2026, buying an estimated $21.1K and bringing the position to 12,496 shares worth $578K. The position accounts for 0.05% of the portfolio, ranked #292.

Wealth Alliance first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $614K in Q1 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Wealth Alliance held 12,496 shares of Smurfit Westrock worth $578K as of Q2 2026.
Wealth Alliance bought 511 Smurfit Westrock shares in Q2 2026, an estimated $21.1K.
Smurfit Westrock made up 0.05% of Wealth Alliance's portfolio in Q2 2026, its #292 holding.
Wealth Alliance first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
Wealth Alliance's Smurfit Westrock position peaked at $614K in Q1 2025.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.