Position in SW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,424,580
+$1,145,639 QoQ
Shares Held
74,029
+29.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#222
of 635 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $6,798,296 across 3 Packaging & Containers names. SW ranks #1 (50.4% of the industry book) .
All Filings in SW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424,580 | 74,029 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,278,941 | 57,188 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,570,201 | 66,465 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $298,628 | 7,015 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $506,925 | 11,748 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||