Wealth Enhancement Advisory Services
SW icon

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
Q3 		$2.83M Buy
68,311
+4,688
+7% +$216K ﹤0.01% 1443
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Wealth Enhancement Advisory Services's SW Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Smurfit Westrock (SW) stake by 7.4% in Q3 2026, buying an estimated $216K and bringing the position to 68,311 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Wealth Enhancement Advisory Services first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $6.18M in Q4 2024. 352 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Wealth Enhancement Advisory Services held 68,311 shares of Smurfit Westrock worth $2.83M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4,688 Smurfit Westrock shares in Q3 2026, an estimated $216K.
  • Smurfit Westrock made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1443 holding.
  • Wealth Enhancement Advisory Services first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • Wealth Enhancement Advisory Services's Smurfit Westrock position peaked at $6.18M in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.