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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SW Position History
Smurfit Westrock Plc • Basic Materials
Quarters held
5
Latest value
$2.8M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.7M |
| Q4 2025 | $3.9M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.8M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 68.3K | — | — |
| Q2 2026 | $2.8M | 63.6K | — | — |
| Q1 2026 | $2.4M | 61.1K | — | — |
| Q4 2025 | $3.9M | 94.9K | — | — |
| Q3 2025 | $4.7M | 114.0K | — | — |
Other funds holding SW
$3.2B
$3.2B
$2.4B
$2.2B
$1.3B
$1.3B
$1.1B