AA
SW

Ancora Advisors’s Smurfit Westrock SW Stock Holding History

Ancora 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 		– Sell
-655
Closed -$26.1K – 2416
2026
Q1 		$26.1K Sell
655
-392
-37% -$16.9K ﹤0.01% 1422
2025
Q4 		$40.5K Buy
1,047
+593
+131% +$22.6K ﹤0.01% 1219
2025
Q3 		$19.3K Sell
454
-300
-40% -$13.6K ﹤0.01% 1248
2025
Q2 		$32.5K Hold
754
– – ﹤0.01% 1115
2025
Q1 		$34K Hold
754
– – ﹤0.01% 1090
2024
Q4 		$40.6K Hold
754
– – ﹤0.01% 1042
2024
Q3 		$37.3K Buy
+754
New +$34.3K ﹤0.01% 1056

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 $3.38T AUM 44.17% 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

Ancora Advisors's SW Position: Q2 2026 in Review

Ancora Advisors sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 655 shares — an estimated $26.1K sold.

Ancora Advisors first reported a position in SW in Q3 2024 and held it in 7 quarters. The position peaked at $40.6K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Ancora Advisors reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Ancora Advisors sold 655 Smurfit Westrock shares in Q2 2026, an estimated $26.1K.
  • Ancora Advisors first reported a position in Smurfit Westrock in Q3 2024 and held it in 7 quarters.
  • Ancora Advisors's Smurfit Westrock position peaked at $40.6K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.