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
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 $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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Atria Investments's SW Position: Q1 2026 in Review

Atria Investments increased its Smurfit Westrock (SW) stake by 76% in Q1 2026, buying an estimated $620K and bringing the position to 33,391 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #901.

Atria Investments first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.99M in Q1 2025. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Atria Investments held 33,391 shares of Smurfit Westrock worth $1.33M as of Q1 2026.
  • Atria Investments bought 14,376 Smurfit Westrock shares in Q1 2026, an estimated $620K.
  • Smurfit Westrock made up 0.01% of Atria Investments's portfolio in Q1 2026, its #901 holding.
  • Atria Investments first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • Atria Investments's Smurfit Westrock position peaked at $1.99M in Q1 2025.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.