EdenTree Asset Management’s Smurfit Westrock SW Stock Holding History

EdenTree 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	$1.16M	Hold	25,000	–	–	0.35%	55
2026 Q1	$996K	Hold	25,000	–	–	0.3%	57
2025 Q4	$967K	Hold	25,000	–	–	0.3%	54
2025 Q3	$1.06M	Hold	25,000	–	–	0.26%	52
2025 Q2	$1.08M	Hold	25,000	–	–	0.3%	51
2025 Q1	$1.13M	Hold	25,000	–	–	0.38%	50
2024 Q4	$1.35M	Sell	25,000 -108,500	-81%	-$5.53M	0.39%	52
2024 Q3	$6.59M	Buy	+133,500	New	+$6.07M	1.91%	23

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

EdenTree Asset Management held its Smurfit Westrock (SW) position steady in Q2 2026 at 25,000 shares worth $1.16M. The position accounts for 0.35% of the portfolio, ranked #55.

EdenTree Asset Management first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.59M in Q3 2024. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

EdenTree Asset Management held 25,000 shares of Smurfit Westrock worth $1.16M as of Q2 2026.
EdenTree Asset Management left its Smurfit Westrock share count unchanged in Q2 2026.
Smurfit Westrock made up 0.35% of EdenTree Asset Management's portfolio in Q2 2026, its #55 holding.
EdenTree Asset Management first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
EdenTree Asset Management's Smurfit Westrock position peaked at $6.59M in Q3 2024.
639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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