Planning Strategies Inc.’s Smurfit Westrock SW Stock Holding History

Planning Strategies Inc.’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	$1.06K	Buy	+23	New	+$950	﹤0.01%	733

Other funds holding SW

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.3B AUM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Premier Fund Managers Guildford, United Kingdom $1.1B AUM 14.42% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Planning Strategies Inc.'s SW Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Smurfit Westrock (SW) in Q2 2026: 23 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #733 among its holdings.

196 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Planning Strategies Inc. held 23 shares of Smurfit Westrock worth $1.06K as of Q2 2026.
Smurfit Westrock was a new Planning Strategies Inc. position in Q2 2026.
Smurfit Westrock made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #733 holding.
196 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.