AP
SW

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
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

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Aspect Partners's SW Position: Q2 2026 in Review

Aspect Partners reduced its Smurfit Westrock (SW) stake by 90% in Q2 2026, selling an estimated $1.57K and leaving 4 shares worth $185. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Aspect Partners first reported a position in SW in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.61K in Q4 2024. 94 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Aspect Partners held 4 shares of Smurfit Westrock worth $185 as of Q2 2026.
  • Aspect Partners sold 38 Smurfit Westrock shares in Q2 2026, an estimated $1.57K.
  • Smurfit Westrock made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #665 holding.
  • Aspect Partners first reported a position in Smurfit Westrock in Q4 2024 and has held it in 6 quarters since.
  • Aspect Partners's Smurfit Westrock position peaked at $3.61K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.