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
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 $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Cerity Partners's SW Position: Q1 2026 in Review

Cerity Partners increased its Smurfit Westrock (SW) stake by 12% in Q1 2026, buying an estimated $245K and bringing the position to 51,797 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1472.

Cerity Partners first reported a position in SW in Q3 2024 and has held it in 7 quarters since. 611 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Cerity Partners held 51,797 shares of Smurfit Westrock worth $2.06M as of Q1 2026.
  • Cerity Partners bought 5,689 Smurfit Westrock shares in Q1 2026, an estimated $245K.
  • Smurfit Westrock made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1472 holding.
  • Cerity Partners first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • 611 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.