CAM
SW

Cresset Asset Management’s Smurfit Westrock SW Stock Holding History

Cresset Asset Management’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 		$719K Sell
15,542
-8,353
-35% -$345K ﹤0.01% 1032
2026
Q1 		$952K Buy
+23,895
New +$1.03M ﹤0.01% 799
2025
Q2 		– Sell
-29,217
Closed -$1.32M – 1826
2025
Q1 		$1.32M Buy
29,217
+7,678
+36% +$389K 0.01% 675
2024
Q4 		$1.16M Buy
21,539
+12,142
+129% +$618K 0.01% 742
2024
Q3 		$464K Buy
+9,397
New +$427K ﹤0.01% 1560

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

Cresset Asset Management's SW Position: Q2 2026 in Review

Cresset Asset Management reduced its Smurfit Westrock (SW) stake by 35% in Q2 2026, selling an estimated $345K and leaving 15,542 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Cresset Asset Management first reported a position in SW in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.32M in Q1 2025. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Cresset Asset Management held 15,542 shares of Smurfit Westrock worth $719K as of Q2 2026.
  • Cresset Asset Management sold 8,353 Smurfit Westrock shares in Q2 2026, an estimated $345K.
  • Smurfit Westrock made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1032 holding.
  • Cresset Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 5 quarters since.
  • Cresset Asset Management's Smurfit Westrock position peaked at $1.32M in Q1 2025.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.