Wealth Enhancement Advisory Services
SW

Wealth Enhancement Advisory Services’s Smurfit Westrock SW Stock Holding History

Wealth Enhancement Advisory Services’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 		$2.81M Buy
63,623
+2,560
+4% +$106K ﹤0.01% 1362
2026
Q1 		$2.4M Sell
61,063
-33,863
-36% -$1.46M ﹤0.01% 1290
2025
Q4 		$3.89M Sell
94,926
-19,044
-17% -$726K 0.01% 1149
2025
Q3 		$4.69M Sell
113,970
-2,993
-3% -$135K 0.01% 986
2025
Q2 		$5.62M Buy
116,963
+2,724
+2% +$117K 0.01% 852
2025
Q1 		$5.15M Sell
114,239
-493
-0.4% -$25K 0.01% 827
2024
Q4 		$6.18M Buy
114,732
+22,430
+24% +$1.14M 0.01% 725
2024
Q3 		$4.56M Buy
+92,302
New +$4.2M 0.01% 757

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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services's SW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Smurfit Westrock (SW) stake by 4.2% in Q2 2026, buying an estimated $106K and bringing the position to 63,623 shares worth $2.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Wealth Enhancement Advisory Services first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.18M in Q4 2024. 96 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 63,623 shares of Smurfit Westrock worth $2.81M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,560 Smurfit Westrock shares in Q2 2026, an estimated $106K.
  • Smurfit Westrock made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1362 holding.
  • Wealth Enhancement Advisory Services first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Smurfit Westrock position peaked at $6.18M in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.