CSC
SW

Caldwell Sutter Capital’s Smurfit Westrock SW Stock Holding History

Caldwell Sutter Capital’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
Q2 		– Sell
-743
Closed -$33.5K – 900
2025
Q1 		$33.5K Sell
743
-700
-49% -$35.5K 0.02% 405
2024
Q4 		$77.7K Buy
+1,443
New +$73.5K 0.04% 303

Other funds holding SW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caldwell Sutter Capital's SW Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of Smurfit Westrock (SW) in Q2 2025, closing a stake of 743 shares — an estimated $33.5K sold.

Caldwell Sutter Capital first reported a position in SW in Q4 2024 and held it in 2 quarters. The position peaked at $77.7K in Q4 2024. 575 funds tracked by Wall St. Rank hold SW as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining Smurfit Westrock position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 743 Smurfit Westrock shares in Q2 2025, an estimated $33.5K.
  • Caldwell Sutter Capital first reported a position in Smurfit Westrock in Q4 2024 and held it in 2 quarters.
  • Caldwell Sutter Capital's Smurfit Westrock position peaked at $77.7K in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.