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 $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return