DIP
SW

DT Investment Partners’s Smurfit Westrock SW Stock Holding History

DT Investment 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 		– Sell
-60
Closed -$2.39K – 531
2026
Q1 		$2.39K Hold
60
– – ﹤0.01% 485
2025
Q4 		$2.32K Hold
60
– – ﹤0.01% 513
2025
Q3 		$2.56K Hold
60
– – ﹤0.01% 504
2025
Q2 		$2.59K Hold
60
– – ﹤0.01% 500
2025
Q1 		$2.7K Hold
60
– – ﹤0.01% 519
2024
Q4 		$3.23K Hold
60
– – ﹤0.01% 517
2024
Q3 		$2.97K Buy
+60
New +$2.73K ﹤0.01% 575

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

DT Investment Partners's SW Position: Q2 2026 in Review

DT Investment Partners sold out of Smurfit Westrock (SW) in Q2 2026, closing a stake of 60 shares — an estimated $2.39K sold.

DT Investment Partners first reported a position in SW in Q3 2024 and held it in 7 quarters. The position peaked at $3.23K in Q4 2024. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • DT Investment Partners reported no remaining Smurfit Westrock position as of Q2 2026 after selling out during the quarter.
  • DT Investment Partners sold 60 Smurfit Westrock shares in Q2 2026, an estimated $2.39K.
  • DT Investment Partners first reported a position in Smurfit Westrock in Q3 2024 and held it in 7 quarters.
  • DT Investment Partners's Smurfit Westrock position peaked at $3.23K in Q4 2024.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.