Boston Partners’s Smurfit Westrock SW Stock Holding History

Boston 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
2025 Q4	–	Sell	-32,583	Closed	-$1.39M	–	820
2025 Q3	$1.39M	Buy	32,583 +11,773	+57%	+$533K	﹤0.01%	602
2025 Q2	$898K	Sell	20,810 -5,353,872	-100%	-$229M	﹤0.01%	594
2025 Q1	$241M	Sell	5,374,682 -268,446	-5%	-$13.6M	0.29%	123
2024 Q4	$304M	Buy	+5,643,128	New	+$287M	0.37%	93

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners's SW Position: Q4 2025 in Review

Boston Partners sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 32,583 shares — an estimated $1.39M sold.

Boston Partners first reported a position in SW in Q4 2024 and held it in 4 quarters. The position peaked at $304M in Q4 2024. 595 funds tracked by Wall St. Rank hold SW as of Q4 2025.

Boston Partners reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
Boston Partners sold 32,583 Smurfit Westrock shares in Q4 2025, an estimated $1.39M.
Boston Partners first reported a position in Smurfit Westrock in Q4 2024 and held it in 4 quarters.
Boston Partners's Smurfit Westrock position peaked at $304M in Q4 2024.
595 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Boston Partners's 13F filing for Q4 2025, filed 13 Feb 2026.