Adage Capital Partners’s Smurfit Westrock SW Stock Holding History

Adage Capital Partners’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	$5.43M	Sell	117,389 -23,700	-17%	-$979K	0.01%	800
2026 Q1	$5.62M	Sell	141,089 -330,300	-70%	-$14.2M	0.01%	764
2025 Q4	$18.2M	Sell	471,389 -3,900	-0.8%	-$149K	0.03%	513
2025 Q3	$20.2M	Buy	475,289 +21,100	+5%	+$955K	0.03%	465
2025 Q2	$19.6M	Buy	454,189 +3,000	+0.7%	+$128K	0.03%	451
2025 Q1	$20.3M	Sell	451,189 -153,429	-25%	-$7.78M	0.04%	407
2024 Q4	$32.6M	Buy	604,618 +139,529	+30%	+$7.11M	0.06%	308
2024 Q3	$23M	Buy	+465,089	New	+$21.2M	0.04%	419

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Adage Capital Partners's SW Position: Q2 2026 in Review

Adage Capital Partners reduced its Smurfit Westrock (SW) stake by 17% in Q2 2026, selling an estimated $979K and leaving 117,389 shares worth $5.43M. The position accounts for 0.01% of the portfolio, ranked #800.

Adage Capital Partners first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $32.6M in Q4 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Adage Capital Partners held 117,389 shares of Smurfit Westrock worth $5.43M as of Q2 2026.
Adage Capital Partners sold 23,700 Smurfit Westrock shares in Q2 2026, an estimated $979K.
Smurfit Westrock made up 0.01% of Adage Capital Partners's portfolio in Q2 2026, its #800 holding.
Adage Capital Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Adage Capital Partners's Smurfit Westrock position peaked at $32.6M in Q4 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Adage Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.