EDRH
SW

Edmond de Rothschild Holding’s Smurfit Westrock SW Stock Holding History

Edmond de Rothschild Holding’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 		– Sell
-7,800
Closed -$302K – 597
2025
Q4 		$302K Buy
7,800
+800
+11% +$30.5K ﹤0.01% 361
2025
Q3 		$298K Buy
+7,000
New +$317K ﹤0.01% 367
2025
Q2 		– Sell
-5,053
Closed -$226K – 601
2025
Q1 		$226K Buy
5,053
+290
+6% +$14.7K ﹤0.01% 379
2024
Q4 		$258K Sell
4,763
-164
-3% -$8.35K ﹤0.01% 385
2024
Q3 		$247K Buy
+4,927
New +$224K ﹤0.01% 405

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Edmond de Rothschild Holding's SW Position: Q1 2026 in Review

Edmond de Rothschild Holding sold out of Smurfit Westrock (SW) in Q1 2026, closing a stake of 7,800 shares — an estimated $302K sold.

Edmond de Rothschild Holding first reported a position in SW in Q3 2024 and held it in 5 quarters. The position peaked at $302K in Q4 2025. 616 funds tracked by Wall St. Rank hold SW as of Q1 2026.

  • Edmond de Rothschild Holding reported no remaining Smurfit Westrock position as of Q1 2026 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 7,800 Smurfit Westrock shares in Q1 2026, an estimated $302K.
  • Edmond de Rothschild Holding first reported a position in Smurfit Westrock in Q3 2024 and held it in 5 quarters.
  • Edmond de Rothschild Holding's Smurfit Westrock position peaked at $302K in Q4 2025.
  • 616 funds tracked by Wall St. Rank held Smurfit Westrock as of Q1 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2026, filed 13 May 2026.