WANY
SW

Wealthspire Advisors (New York)’s Smurfit Westrock SW Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-6,101
Closed -$236K – 1119
2025
Q4 		$236K Buy
6,101
+1,836
+43% +$70K ﹤0.01% 904
2025
Q3 		$182K Sell
4,265
-607
-12% -$27.5K ﹤0.01% 825
2025
Q2 		$210K Buy
4,872
+351
+8% +$15K ﹤0.01% 781
2025
Q1 		$204K Sell
4,521
-683
-13% -$34.6K ﹤0.01% 743
2024
Q4 		$280K Sell
5,204
-259
-5% -$13.2K ﹤0.01% 659
2024
Q3 		$270K Buy
+5,463
New +$248K ﹤0.01% 642

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthspire Advisors (New York)'s SW Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 6,101 shares — an estimated $236K sold.

Wealthspire Advisors (New York) first reported a position in SW in Q3 2024 and held it in 6 quarters. The position peaked at $280K in Q4 2024. 616 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Wealthspire Advisors (New York) reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6,101 Smurfit Westrock shares in Q1 2026, an estimated $236K.
  • Wealthspire Advisors (New York) first reported a position in Smurfit Westrock in Q3 2024 and held it in 6 quarters.
  • Wealthspire Advisors (New York)'s Smurfit Westrock position peaked at $280K in Q4 2024.
  • 616 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.