Wealthfront Advisers
SW

Wealthfront Advisers’s Smurfit Westrock SW Stock Holding History

Wealthfront Advisers’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 		$560K Sell
12,101
-1,305
-10% -$53.9K ﹤0.01% 839
2026
Q1 		$534K Buy
13,406
+3,662
+38% +$158K ﹤0.01% 823
2025
Q4 		$377K Buy
9,744
+2,650
+37% +$101K ﹤0.01% 878
2025
Q3 		$302K Buy
7,094
+1,498
+27% +$67.8K ﹤0.01% 899
2025
Q2 		$241K Buy
+5,596
New +$239K ﹤0.01% 915

Other funds holding SW

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Wealthfront Advisers's SW Position: Q2 2026 in Review

Wealthfront Advisers reduced its Smurfit Westrock (SW) stake by 9.7% in Q2 2026, selling an estimated $53.9K and leaving 12,101 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Wealthfront Advisers first reported a position in SW in Q2 2025 and has held it in 5 quarters since. 435 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Wealthfront Advisers held 12,101 shares of Smurfit Westrock worth $560K as of Q2 2026.
  • Wealthfront Advisers sold 1,305 Smurfit Westrock shares in Q2 2026, an estimated $53.9K.
  • Smurfit Westrock made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #839 holding.
  • Wealthfront Advisers first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • 435 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.