ZRP
SW

Zynergy Retirement Planning’s Smurfit Westrock SW Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-155
Closed -$8.35K – 115
2025
Q1 		$8.35K Hold
155
– – 0.01% 90
2024
Q4 		$7.66K Hold
155
– – 0.01% 83
2024
Q3 		$7.66K Buy
+155
New +$7.05K 0.01% 83

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Zynergy Retirement Planning's SW Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 155 shares — an estimated $8.35K sold.

Zynergy Retirement Planning first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $8.35K in Q1 2025. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 155 Smurfit Westrock shares in Q2 2025, an estimated $8.35K.
  • Zynergy Retirement Planning first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • Zynergy Retirement Planning's Smurfit Westrock position peaked at $8.35K in Q1 2025.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.