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 Q2	$208K	Sell	4,490 -220	-5%	-$9.09K	0.01%	1373
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 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 $3.38T AUM 44.17% 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

Ameritas Investment Partners's SW Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Smurfit Westrock (SW) stake by 4.7% in Q2 2026, selling an estimated $9.09K and leaving 4,490 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #1373.

Ameritas Investment Partners first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $269K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Ameritas Investment Partners held 4,490 shares of Smurfit Westrock worth $208K as of Q2 2026.
Ameritas Investment Partners sold 220 Smurfit Westrock shares in Q2 2026, an estimated $9.09K.
Smurfit Westrock made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #1373 holding.
Ameritas Investment Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
Ameritas Investment Partners's Smurfit Westrock position peaked at $269K in Q4 2024.
640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.