AIP
SW

Ameritas Investment Partners’s Smurfit Westrock SW Stock Holding History

Ameritas Investment 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 		$188K Hold
4,710
– – 0.01% 1301
2025
Q4 		$182K Hold
4,710
– – 0.01% 1314
2025
Q3 		$201K Hold
4,710
– – 0.01% 1238
2025
Q2 		$203K Hold
4,710
– – 0.01% 1284
2025
Q1 		$212K Sell
4,710
-287
-6% -$14.6K 0.01% 1230
2024
Q4 		$269K Hold
4,997
– – 0.01% 1153
2024
Q3 		$247K Buy
+4,997
New +$227K 0.01% 1180

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

Ameritas Investment Partners's SW Position: Q1 2026 in Review

Ameritas Investment Partners held its Smurfit Westrock (SW) position steady in Q1 2026 at 4,710 shares worth $188K. The position accounts for 0.01% of the portfolio, ranked #1301.

Ameritas Investment Partners first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $269K in Q4 2024. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Ameritas Investment Partners held 4,710 shares of Smurfit Westrock worth $188K as of Q1 2026.
  • Ameritas Investment Partners left its Smurfit Westrock share count unchanged in Q1 2026.
  • Smurfit Westrock made up 0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #1301 holding.
  • Ameritas Investment Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Ameritas Investment Partners's Smurfit Westrock position peaked at $269K in Q4 2024.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.