DoubleLine ETF Adviser’s Smurfit Westrock SW Stock Holding History

DoubleLine ETF Adviser’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 Q4	–	Sell	-56,191	Closed	-$2.39M	–	196
2025 Q3	$2.39M	Buy	56,191 +1,902	+4%	+$86.1K	0.72%	47
2025 Q2	$2.34M	Buy	+54,289	New	+$2.32M	0.75%	45
2025 Q1	–	Sell	-54,741	Closed	-$2.95M	–	196
2024 Q4	$2.95M	Buy	+54,741	New	+$2.79M	0.8%	46

Other funds holding SW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DoubleLine ETF Adviser's SW Position: Q4 2025 in Review

DoubleLine ETF Adviser sold out of Smurfit Westrock (SW) in Q4 2025, closing a stake of 56,191 shares — an estimated $2.39M sold.

DoubleLine ETF Adviser first reported a position in SW in Q4 2024 and held it in 3 quarters. The position peaked at $2.95M in Q4 2024. 594 funds tracked by Wall St. Rank hold SW as of Q4 2025.

DoubleLine ETF Adviser reported no remaining Smurfit Westrock position as of Q4 2025 after selling out during the quarter.
DoubleLine ETF Adviser sold 56,191 Smurfit Westrock shares in Q4 2025, an estimated $2.39M.
DoubleLine ETF Adviser first reported a position in Smurfit Westrock in Q4 2024 and held it in 3 quarters.
DoubleLine ETF Adviser's Smurfit Westrock position peaked at $2.95M in Q4 2024.
594 funds tracked by Wall St. Rank held Smurfit Westrock as of Q4 2025.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2025, filed 17 Feb 2026.