AI
SW

Atria Investments’s Smurfit Westrock SW Stock Holding History

Atria Investments’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 		$1.71M Buy
36,931
+3,540
+11% +$146K 0.02% 841
2026
Q1 		$1.33M Buy
33,391
+14,376
+76% +$620K 0.01% 901
2025
Q4 		$735K Sell
19,015
-5,174
-21% -$197K 0.01% 1233
2025
Q3 		$1.03M Sell
24,189
-4,093
-14% -$185K 0.01% 1046
2025
Q2 		$1.22M Sell
28,282
-15,815
-36% -$677K 0.01% 937
2025
Q1 		$1.99M Buy
44,097
+10,035
+29% +$509K 0.03% 710
2024
Q4 		$1.83M Buy
34,062
+26,727
+364% +$1.36M 0.02% 714
2024
Q3 		$362K Buy
+7,335
New +$334K ﹤0.01% 1510

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

Atria Investments's SW Position: Q2 2026 in Review

Atria Investments increased its Smurfit Westrock (SW) stake by 11% in Q2 2026, buying an estimated $146K and bringing the position to 36,931 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #841.

Atria Investments first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.99M in Q1 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Atria Investments held 36,931 shares of Smurfit Westrock worth $1.71M as of Q2 2026.
  • Atria Investments bought 3,540 Smurfit Westrock shares in Q2 2026, an estimated $146K.
  • Smurfit Westrock made up 0.02% of Atria Investments's portfolio in Q2 2026, its #841 holding.
  • Atria Investments first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Atria Investments's Smurfit Westrock position peaked at $1.99M in Q1 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.