CG
SW

Caprock Group’s Smurfit Westrock SW Stock Holding History

Caprock Group’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 		– Sell
-6,853
Closed -$273K – 1333
2026
Q1 		$273K Buy
6,853
+43
+0.6% +$1.85K 0.01% 956
2025
Q4 		$263K Buy
+6,810
New +$260K 0.01% 1038
2025
Q1 		– Sell
-9,426
Closed -$508K – 1180
2024
Q4 		$508K Buy
9,426
+3,740
+66% +$191K 0.02% 618
2024
Q3 		$281K Buy
+5,686
New +$259K 0.01% 744

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 $3.37T AUM 44.26% 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

Caprock Group's SW Position: Q2 2026 in Review

Caprock Group sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 6,853 shares — an estimated $273K sold.

Caprock Group first reported a position in SW in Q3 2024 and held it in 4 quarters. The position peaked at $508K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Caprock Group reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • Caprock Group sold 6,853 Smurfit Westrock shares in Q2 2026, an estimated $273K.
  • Caprock Group first reported a position in Smurfit Westrock in Q3 2024 and held it in 4 quarters.
  • Caprock Group's Smurfit Westrock position peaked at $508K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.