AA
SW

ALPS Advisors’s Smurfit Westrock SW Stock Holding History

ALPS Advisors’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 		$30.1M Sell
651,233
-11,511
-2% -$475K 0.14% 81
2026
Q1 		$26.4M Sell
662,744
-11,794
-2% -$509K 0.12% 102
2025
Q4 		$26.1M Buy
+674,538
New +$25.7M 0.15% 81

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

ALPS Advisors's SW Position: Q2 2026 in Review

ALPS Advisors reduced its Smurfit Westrock (SW) stake by 1.7% in Q2 2026, selling an estimated $475K and leaving 651,233 shares worth $30.1M. The position accounts for 0.14% of the portfolio, ranked #81.

ALPS Advisors first reported a position in SW in Q4 2025 and has held it in 3 quarters since. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • ALPS Advisors held 651,233 shares of Smurfit Westrock worth $30.1M as of Q2 2026.
  • ALPS Advisors sold 11,511 Smurfit Westrock shares in Q2 2026, an estimated $475K.
  • Smurfit Westrock made up 0.14% of ALPS Advisors's portfolio in Q2 2026, its #81 holding.
  • ALPS Advisors first reported a position in Smurfit Westrock in Q4 2025 and has held it in 3 quarters since.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.