EP
SW

Essential Partners’s Smurfit Westrock SW Stock Holding History

Essential 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 		$15.7K Sell
340
-12
-3% -$496 0.01% 1002
2026
Q1 		$14K Sell
352
-223
-39% -$9.62K ﹤0.01% 1077
2025
Q4 		$22.2K Buy
575
+424
+281% +$16.2K 0.01% 868
2025
Q3 		$6.43K Buy
151
+61
+68% +$2.76K ﹤0.01% 1332
2025
Q2 		$3.88K Buy
+90
New +$3.85K ﹤0.01% 1127

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

Essential Partners's SW Position: Q2 2026 in Review

Essential Partners reduced its Smurfit Westrock (SW) stake by 3.4% in Q2 2026, selling an estimated $496 and leaving 340 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #1002.

Essential Partners first reported a position in SW in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.2K in Q4 2025. 640 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Essential Partners held 340 shares of Smurfit Westrock worth $15.7K as of Q2 2026.
  • Essential Partners sold 12 Smurfit Westrock shares in Q2 2026, an estimated $496.
  • Smurfit Westrock made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1002 holding.
  • Essential Partners first reported a position in Smurfit Westrock in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Smurfit Westrock position peaked at $22.2K in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.