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

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 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. 639 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.
639 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.