Aspect Partners
SW icon

Aspect Partners’s Smurfit Westrock SW Stock Holding History

Aspect 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
Q3 		$176 Hold
4
– – ﹤0.01% 669
2026
Q2 		$185 Sell
4
-38
-90% -$1.57K ﹤0.01% 665
2026
Q1 		$1.67K Buy
42
+4
+11% +$173 ﹤0.01% 521
2025
Q4 		$1.47K Hold
38
– – ﹤0.01% 592
2025
Q3 		$1.62K Buy
+38
New +$1.72K ﹤0.01% 604
2025
Q2 		– Sell
-65
Closed -$2.93K – 675
2025
Q1 		$2.93K Sell
65
-2
-3% -$101 ﹤0.01% 408
2024
Q4 		$3.61K Buy
+67
New +$3.41K ﹤0.01% 405

Other funds holding SW

Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Oslo Pensjonsforsikring
Oslo Pensjonsforsikring Oslo $863M AUM 17.72% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Exane Asset Management
Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

Aspect Partners's SW Position: Q3 2026 in Review

Aspect Partners held its Smurfit Westrock (SW) position steady in Q3 2026 at 4 shares worth $176. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Aspect Partners first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.61K in Q4 2024. 143 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • Aspect Partners held 4 shares of Smurfit Westrock worth $176 as of Q3 2026.
  • Aspect Partners left its Smurfit Westrock share count unchanged in Q3 2026.
  • Smurfit Westrock made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #669 holding.
  • Aspect Partners first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Aspect Partners's Smurfit Westrock position peaked at $3.61K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.