AIM
SW

ARGA Investment Management’s Smurfit Westrock SW Stock Holding History

ARGA Investment Management’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
2025
Q2 		– Sell
-233,292
Closed -$10.4M – 132
2025
Q1 		$10.4M Sell
233,292
-994,094
-81% -$50.4M 0.35% 25
2024
Q4 		$66.3M Sell
1,227,386
-615,042
-33% -$31.3M 2.16% 18
2024
Q3 		$92.1M Buy
+1,842,428
New +$83.8M 3.05% 11

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ARGA Investment Management's SW Position: Q2 2025 in Review

ARGA Investment Management sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 233,292 shares — an estimated $10.4M sold.

ARGA Investment Management first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $92.1M in Q3 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • ARGA Investment Management reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • ARGA Investment Management sold 233,292 Smurfit Westrock shares in Q2 2025, an estimated $10.4M.
  • ARGA Investment Management first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • ARGA Investment Management's Smurfit Westrock position peaked at $92.1M in Q3 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on ARGA Investment Management's 13F filing for Q2 2025, filed 31 Jul 2025.