Adage Capital Partners
SW

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Adage Capital Partners's SW Position: Q1 2026 in Review

Adage Capital Partners reduced its Smurfit Westrock (SW) stake by 70% in Q1 2026, selling an estimated $14.2M and leaving 141,089 shares worth $5.62M. The position accounts for 0.01% of the portfolio, ranked #764.

Adage Capital Partners first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $32.6M in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Adage Capital Partners held 141,089 shares of Smurfit Westrock worth $5.62M as of Q1 2026.
  • Adage Capital Partners sold 330,300 Smurfit Westrock shares in Q1 2026, an estimated $14.2M.
  • Smurfit Westrock made up 0.01% of Adage Capital Partners's portfolio in Q1 2026, its #764 holding.
  • Adage Capital Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Adage Capital Partners's Smurfit Westrock position peaked at $32.6M in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.