CSP
SW

Cary Street Partners’s Smurfit Westrock SW Stock Holding History

Cary Street 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
2026
Q2 		$71.2K Sell
1,540
-580
-27% -$24K ﹤0.01% 1025
2026
Q1 		$84.5K Sell
2,120
-620
-23% -$26.7K ﹤0.01% 913
2025
Q4 		$106K Sell
2,740
-414
-13% -$15.8K ﹤0.01% 900
2025
Q3 		$134K Buy
3,154
+579
+22% +$26.2K ﹤0.01% 840
2025
Q2 		$111K Sell
2,575
-16
-0.6% -$685 ﹤0.01% 832
2025
Q1 		$117K Buy
2,591
+414
+19% +$21K ﹤0.01% 798
2024
Q4 		$117K Buy
+2,177
New +$111K ﹤0.01% 767

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

Cary Street Partners's SW Position: Q2 2026 in Review

Cary Street Partners reduced its Smurfit Westrock (SW) stake by 27% in Q2 2026, selling an estimated $24K and leaving 1,540 shares worth $71.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1025.

Cary Street Partners first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $134K in Q3 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Cary Street Partners held 1,540 shares of Smurfit Westrock worth $71.2K as of Q2 2026.
  • Cary Street Partners sold 580 Smurfit Westrock shares in Q2 2026, an estimated $24K.
  • Smurfit Westrock made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #1025 holding.
  • Cary Street Partners first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Smurfit Westrock position peaked at $134K in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.