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Creative Planning SW Position History
Smurfit Westrock Plc • Basic Materials
Quarters held
8
Latest value
$6M
Q3 2026
Peak value
$6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $47K |
| Q3 2025 | $255K |
| Q4 2025 | $284K |
| Q1 2026 | $730K |
| Q2 2026 | $2K |
| Q2 2026 | $1.4M |
| Q3 2026 | $25K |
| Q3 2026 | $6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6M | 136.4K | — | — |
| Q3 2026 | $25K | 570 | — | — |
| Q2 2026 | $1.4M | 30.0K | — | — |
| Q2 2026 | $2K | 41 | — | — |
| Q1 2026 | $730K | 18.3K | — | — |
| Q4 2025 | $284K | 7.4K | — | — |
| Q3 2025 | $255K | 6.0K | — | — |
| Q3 2025 | $47K | 1.1K | — | — |
Other funds holding SW
$3.2B
$3.2B
$2.4B
$2.2B
$1.3B
$1.3B
$1.1B