Capital Advisors Ltd’s Smurfit Westrock SW Stock Holding History

Capital Advisors Ltd’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	-7	Closed	–	–	1607
2025 Q3	$0	Hold	7	–	–	﹤0.01%	1579
2025 Q2	$0	Buy	+7	New	+$299	﹤0.01%	1669

Other funds holding SW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

OAG

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Capital Advisors Ltd's SW Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 7 shares.

Capital Advisors Ltd first reported a position in SW in Q2 2025 and held it in 2 quarters. The position peaked at $0 in Q3 2025. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

Capital Advisors Ltd reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
Capital Advisors Ltd sold 7 Smurfit Westrock shares in Q4 2025.
Capital Advisors Ltd first reported a position in Smurfit Westrock in Q2 2025 and held it in 2 quarters.
Capital Advisors Ltd's Smurfit Westrock position peaked at $0 in Q3 2025.
594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.