Cerity Partners
SW

Cerity Partners’s Smurfit Westrock SW Stock Holding History

Cerity 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 		$1.33M Sell
28,821
-22,976
-44% -$949K ﹤0.01% 1814
2026
Q1 		$2.06M Buy
51,797
+5,689
+12% +$245K ﹤0.01% 1472
2025
Q4 		$1.78M Buy
46,108
+16,397
+55% +$625K ﹤0.01% 1417
2025
Q3 		$1.26M Sell
29,711
-1,398
-4% -$63.3K ﹤0.01% 1492
2025
Q2 		$1.34M Buy
31,109
+2,590
+9% +$111K ﹤0.01% 1392
2025
Q1 		$1.29M Buy
28,519
+1,845
+7% +$93.6K ﹤0.01% 1320
2024
Q4 		$1.41M Buy
26,674
+3,926
+17% +$200K ﹤0.01% 1258
2024
Q3 		$1.12M Buy
+22,748
New +$1.03M ﹤0.01% 1345

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 $3.38T AUM 44.17% 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

Cerity Partners's SW Position: Q2 2026 in Review

Cerity Partners reduced its Smurfit Westrock (SW) stake by 44% in Q2 2026, selling an estimated $949K and leaving 28,821 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

Cerity Partners first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.06M in Q1 2026. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Cerity Partners held 28,821 shares of Smurfit Westrock worth $1.33M as of Q2 2026.
  • Cerity Partners sold 22,976 Smurfit Westrock shares in Q2 2026, an estimated $949K.
  • Smurfit Westrock made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1814 holding.
  • Cerity Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Cerity Partners's Smurfit Westrock position peaked at $2.06M in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.