Capstone Investment Advisors
SW

Capstone Investment Advisors’s Smurfit Westrock SW Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-7,398
Closed -$319K – 2118
2025
Q2 		$319K Buy
+7,398
New +$317K ﹤0.01% 1360
2025
Q1 		– Sell
-16,992
Closed -$915K – 1963
2024
Q4 		$915K Buy
16,992
+7,902
+87% +$403K ﹤0.01% 1093
2024
Q3 		$449K Buy
+9,090
New +$413K ﹤0.01% 1247

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 $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Capstone Investment Advisors's SW Position: Q3 2025 in Review

Capstone Investment Advisors sold out of Smurfit Westrock (SW) in Q3 2025, closing a stake of 7,398 shares — an estimated $319K sold.

Capstone Investment Advisors first reported a position in SW in Q3 2024 and held it in 3 quarters. The position peaked at $915K in Q4 2024. 600 funds tracked by Wall St. Rank hold SW as of Q3 2025.

  • Capstone Investment Advisors reported no remaining Smurfit Westrock position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,398 Smurfit Westrock shares in Q3 2025, an estimated $319K.
  • Capstone Investment Advisors first reported a position in Smurfit Westrock in Q3 2024 and held it in 3 quarters.
  • Capstone Investment Advisors's Smurfit Westrock position peaked at $915K in Q4 2024.
  • 600 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.